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 9-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 | $184,691 | $70,606+161.6% | $53,898+242.7% | $142,382+29.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 0.98% | 619.81%-618.8pp | 528.60%-527.6pp | 217.08%-216.1pp |
| Employer contribution / active EE | $5,526 | $1,202+359.7% | $932+492.8% | $4,299+28.5% |
| Participant deferral / active EE | $31,000 | $2,364+1211.4% | $1,826+1597.5% | $6,507+376.4% |
| Admin fee / account holder | $26,496 | $2,852+829.2% | $2,491+963.8% | $12,624+109.9% |