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 7-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 | $74,430 | $209,411-64.5% | $178,490-58.3% | $158,922-53.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.23% | 188.75%-192.0pp | 151.07%-154.3pp | 302.83%-306.1pp |
| Employer contribution / active EE | $4,619 | $5,706-19.1% | $5,011-7.8% | $4,761-3.0% |
| Participant deferral / active EE | $6,679 | $5,954+12.2% | $5,202+28.4% | $5,982+11.6% |
| Admin fee / account holder | $4,301 | $17,074-74.8% | $13,984-69.2% | $11,246-61.8% |