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 | $235,178 | $68,346+244.1% | $94,646+148.5% | $75,163+212.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.44% | 616.93%-603.5pp | 156.71%-143.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $5,452 | $2,701+101.9% | $3,672+48.5% | $2,670+104.2% |
| Participant deferral / active EE | $9,730 | $6,537+48.8% | $7,418+31.2% | $4,125+135.9% |
| Admin fee / account holder | $37,721 | $5,326+608.3% | $7,231+421.7% | $5,651+567.5% |