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 7-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 | $221,935 | $58,927+276.6% | $76,817+188.9% | $72,985+204.1% |
| Participation rate | 96.8% | 67.3%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 15.80% | 2305.64%-2289.8pp | 1166.11%-1150.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $4,292 | $1,787+140.2% | $2,302+86.4% | $2,440+75.9% |
| Participant deferral / active EE | $7,929 | $2,690+194.7% | $3,336+137.7% | $3,607+119.8% |
| Admin fee / account holder | $13,649 | $4,013+240.1% | $6,420+112.6% | $5,124+166.4% |