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 | $111,754 | $88,751+25.9% | $81,812+36.6% | $145,922-23.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.76% | 1025.40%-1019.6pp | 773.79%-768.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $9,626 | $3,083+212.2% | $2,912+230.5% | $4,660+106.6% |
| Participant deferral / active EE | $25,305 | $4,643+445.0% | $4,319+486.0% | $6,688+278.4% |
| Admin fee / account holder | $141,651 | $8,415+1583.2% | $7,386+1817.8% | $13,397+957.3% |