See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,365 | $165,335-49.0% | $149,696-43.6% | $158,922-46.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.96% | 348.15%-350.1pp | 276.60%-278.6pp | 302.83%-304.8pp |
| Employer contribution / active EE | $7,220 | $5,103+41.5% | $4,644+55.5% | $4,761+51.6% |
| Participant deferral / active EE | $16,334 | $7,181+127.5% | $6,842+138.7% | $5,982+173.0% |
| Admin fee / account holder | $90,672 | $10,807+739.0% | $9,309+874.1% | $11,246+706.3% |