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 8-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 | $194,936 | $30,400+541.2% | $53,898+261.7% | $84,808+129.9% |
| Participation rate | 92.9% | 46.4%+46.4pp | 55.0%+37.9pp | 68.3%+24.5pp |
| Annual return | 5.97% | 500.19%-494.2pp | 528.60%-522.6pp | 40.90%-34.9pp |
| Employer contribution / active EE | $3,829 | $603+535.2% | $932+310.8% | $2,631+45.5% |
| Participant deferral / active EE | $6,728 | $1,199+461.3% | $1,826+268.4% | $4,212+59.8% |
| Admin fee / account holder | $14,004 | $1,993+602.5% | $2,491+462.2% | $7,344+90.7% |