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 | $232,561 | $105,998+119.4% | $92,233+152.1% | $147,584+57.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.17% | 50.05%-43.9pp | 176.28%-170.1pp | 578.55%-572.4pp |
| Employer contribution / active EE | $1,490 | $4,333-65.6% | $3,679-59.5% | $4,876-69.5% |
| Participant deferral / active EE | $5,546 | $4,478+23.9% | $3,897+42.3% | $5,439+2.0% |
| Admin fee / account holder | $3,518 | $6,332-44.4% | $5,194-32.3% | $10,885-67.7% |