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 10-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 | $178,865 | $99,020+80.6% | $86,590+106.6% | $147,584+21.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.08% | 1312.34%-1307.3pp | 964.84%-959.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $9,372 | $3,132+199.2% | $2,839+230.1% | $4,876+92.2% |
| Participant deferral / active EE | $13,200 | $3,972+232.3% | $3,609+265.8% | $5,439+142.7% |
| Admin fee / account holder | $1,044 | $5,710-81.7% | $4,906-78.7% | $10,885-90.4% |