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 | $175,821 | $74,888+134.8% | $71,209+146.9% | $142,382+23.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.85% | 345.14%-339.3pp | 282.51%-276.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $5,975 | $2,854+109.3% | $2,721+119.6% | $4,299+39.0% |
| Participant deferral / active EE | $11,593 | $4,454+160.3% | $4,175+177.7% | $6,507+78.2% |
| Admin fee / account holder | $323,961 | $5,568+5717.9% | $5,349+5956.7% | $12,624+2466.3% |