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 6-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 | $45,310 | $150,187-69.8% | $120,354-62.4% | $145,922-68.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.53% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,760 | $4,348-13.5% | $3,463+8.6% | $4,660-19.3% |
| Participant deferral / active EE | $4,430 | $6,173-28.2% | $4,991-11.2% | $6,688-33.8% |
| Admin fee / account holder | $1,309 | $12,207-89.3% | $9,423-86.1% | $13,397-90.2% |