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 | $201,559 | $98,750+104.1% | $149,696+34.6% | $79,858+152.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.52% | 27.43%-20.9pp | 276.60%-270.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $7,102 | $3,216+120.8% | $4,644+52.9% | $2,471+187.4% |
| Participant deferral / active EE | $6,457 | $5,680+13.7% | $6,842-5.6% | $3,740+72.6% |
| Admin fee / account holder | $17,977 | $6,053+197.0% | $9,309+93.1% | $5,306+238.8% |