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 6-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 | $135,123 | $96,305+40.3% | $80,569+67.7% | $139,434-3.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.81% | 1350.08%-1342.3pp | 935.43%-927.6pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,320 | $3,262-28.9% | $2,723-14.8% | $4,751-51.2% |
| Participant deferral / active EE | $3,093 | $5,232-40.9% | $4,447-30.4% | $6,710-53.9% |
| Admin fee / account holder | $15,716 | $6,599+138.2% | $5,377+192.3% | $11,403+37.8% |