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 | $20,230 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.66% | 345.14%-339.5pp | 282.51%-276.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $5,455 | $2,854+91.1% | $2,721+100.5% | $4,299+26.9% |
| Participant deferral / active EE | $8,738 | $4,454+96.2% | $4,175+109.3% | $6,507+34.3% |
| Admin fee / account holder | $5,869 | $5,568+5.4% | $5,349+9.7% | $12,624-53.5% |