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 | $64,406 | $209,411-69.2% | $178,490-63.9% | $158,922-59.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.69% | 188.75%-184.1pp | 151.07%-146.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,284 | $5,706-60.0% | $5,011-54.4% | $4,761-52.0% |
| Participant deferral / active EE | $6,025 | $5,954+1.2% | $5,202+15.8% | $5,982+0.7% |
| Admin fee / account holder | $185,210 | $17,074+984.7% | $13,984+1224.5% | $11,246+1546.9% |