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 | $206,864 | $99,020+108.9% | $86,590+138.9% | $147,584+40.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.47% | 1312.34%-1308.9pp | 964.84%-961.4pp | 578.55%-575.1pp |
| Employer contribution / active EE | $2,535 | $3,132-19.1% | $2,839-10.7% | $4,876-48.0% |
| Participant deferral / active EE | $2,535 | $3,972-36.2% | $3,609-29.8% | $5,439-53.4% |
| Admin fee / account holder | $5,446 | $5,710-4.6% | $4,906+11.0% | $10,885-50.0% |