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 | $145,424 | $202,318-28.1% | $172,739-15.8% | $152,861-4.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.31% | 1029.65%-1031.0pp | 802.84%-804.1pp | 345.32%-346.6pp |
| Employer contribution / active EE | $4,866 | $5,856-16.9% | $5,143-5.4% | $4,762+2.2% |
| Participant deferral / active EE | $8,110 | $5,948+36.3% | $5,198+56.0% | $5,850+38.6% |
| Admin fee / account holder | $2,998 | $17,109-82.5% | $13,954-78.5% | $11,596-74.1% |