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 | $179,262 | $96,635+85.5% | $86,612+107.0% | $139,434+28.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.59% | 106.41%-99.8pp | 591.07%-584.5pp | 372.94%-366.3pp |
| Employer contribution / active EE | $19,013 | $3,263+482.7% | $3,022+529.1% | $4,751+300.2% |
| Participant deferral / active EE | $10,433 | $4,836+115.7% | $4,438+135.1% | $6,710+55.5% |
| Admin fee / account holder | $1,236 | $6,408-80.7% | $5,614-78.0% | $11,403-89.2% |