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 6-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 | $131,383 | $70,756+85.7% | $65,493+100.6% | $142,382-7.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.42% | 1754.89%-1746.5pp | 982.45%-974.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $9,348 | $2,881+224.5% | $2,574+263.1% | $4,299+117.4% |
| Participant deferral / active EE | $7,530 | $4,637+62.4% | $3,961+90.1% | $6,507+15.7% |
| Admin fee / account holder | $22,006 | $6,559+235.5% | $5,028+337.6% | $12,624+74.3% |