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 | $68,097+92.9% | $62,929+108.8% | $137,256-4.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.42% | 1859.11%-1850.7pp | 1063.93%-1055.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $9,348 | $2,811+232.5% | $2,505+273.2% | $4,156+124.9% |
| Participant deferral / active EE | $7,530 | $4,553+65.4% | $3,888+93.7% | $6,407+17.5% |
| Admin fee / account holder | $22,006 | $6,521+237.4% | $5,065+334.5% | $12,270+79.3% |