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 | $233,155 | $102,604+127.2% | $86,188+170.5% | $139,434+67.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 7.92% | 1922.51%-1914.6pp | 1168.45%-1160.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,578 | $3,032-48.0% | $2,380-33.7% | $4,751-66.8% |
| Participant deferral / active EE | $10,561 | $4,676+125.9% | $3,985+165.0% | $6,710+57.4% |
| Admin fee / account holder | $25,597 | $8,657+195.7% | $6,852+273.6% | $11,403+124.5% |