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 | $101,499+109.5% | $147,005+44.6% | $74,546+185.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 8.07% | 8732.34%-8724.3pp | 418.76%-410.7pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $5,665 | $3,811+48.6% | $4,934+14.8% | $2,624+115.9% |
| Participant deferral / active EE | $5,395 | $7,304-26.1% | $8,070-33.1% | $4,347+24.1% |
| Admin fee / account holder | $10,425 | $1,748+496.5% | $13,006-19.8% | $1,944+436.4% |