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 | $179,487 | $90,348+98.7% | $75,972+136.3% | $145,922+23.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 5.67% | 620.88%-615.2pp | 359.55%-353.9pp | 561.29%-555.6pp |
| Employer contribution / active EE | $4,855 | $3,311+46.6% | $2,685+80.8% | $4,660+4.2% |
| Participant deferral / active EE | $2,038 | $5,162-60.5% | $4,255-52.1% | $6,688-69.5% |
| Admin fee / account holder | $119,074 | $8,467+1306.3% | $6,467+1741.3% | $13,397+788.8% |