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 | $212,602 | $101,317+109.8% | $146,958+44.7% | $74,495+185.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 8.07% | 8730.91%-8722.8pp | 418.34%-410.3pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $5,665 | $3,810+48.7% | $4,933+14.8% | $2,623+116.0% |
| Participant deferral / active EE | $5,395 | $7,303-26.1% | $8,070-33.1% | $4,346+24.1% |
| Admin fee / account holder | $10,425 | $1,739+499.6% | $12,998-19.8% | $1,942+436.9% |