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 | $175,520 | $99,020+77.3% | $86,590+102.7% | $147,584+18.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.48% | 1312.34%-1304.9pp | 964.84%-957.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $19,865 | $3,132+534.3% | $2,839+599.6% | $4,876+307.4% |
| Participant deferral / active EE | $10,065 | $3,972+153.4% | $3,609+178.9% | $5,439+85.1% |
| Admin fee / account holder | $165,001 | $5,710+2789.5% | $4,906+3263.5% | $10,885+1415.8% |