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 | $175,000 | $210,648-16.9% | $177,989-1.7% | $145,922+19.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.83% | 385.86%-380.0pp | 294.48%-288.6pp | 561.29%-555.5pp |
| Employer contribution / active EE | $6,600 | $4,565+44.6% | $3,949+67.1% | $4,660+41.6% |
| Participant deferral / active EE | $30,500 | $6,958+338.4% | $6,276+386.0% | $6,688+356.1% |
| Admin fee / account holder | $8,820 | $12,013-26.6% | $10,363-14.9% | $13,397-34.2% |