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 10-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 | $42,714 | $209,411-79.6% | $178,490-76.1% | $158,922-73.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.67% | 188.75%-183.1pp | 151.07%-145.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,155 | $5,706-62.2% | $5,011-57.0% | $4,761-54.7% |
| Participant deferral / active EE | $5,800 | $5,954-2.6% | $5,202+11.5% | $5,982-3.0% |
| Admin fee / account holder | $127,776 | $17,074+648.4% | $13,984+813.7% | $11,246+1036.2% |