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 8-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 | $239,624 | $96,635+148.0% | $86,612+176.7% | $139,434+71.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.02% | 106.41%-102.4pp | 591.07%-587.1pp | 372.94%-368.9pp |
| Employer contribution / active EE | $25,148 | $3,263+670.7% | $3,022+732.0% | $4,751+429.3% |
| Participant deferral / active EE | $30,000 | $4,836+520.4% | $4,438+576.0% | $6,710+347.1% |
| Admin fee / account holder | $155,547 | $6,408+2327.5% | $5,614+2670.6% | $11,403+1264.1% |