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 10-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 | $145,632 | $99,020+47.1% | $86,590+68.2% | $147,584-1.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.12% | 1312.34%-1306.2pp | 964.84%-958.7pp | 578.55%-572.4pp |
| Employer contribution / active EE | $11,916 | $3,132+280.5% | $2,839+319.7% | $4,876+144.4% |
| Participant deferral / active EE | $9,131 | $3,972+129.9% | $3,609+153.0% | $5,439+67.9% |
| Admin fee / account holder | $194,718 | $5,710+3309.9% | $4,906+3869.3% | $10,885+1688.8% |