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 5-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 | $91,550 | $74,888+22.2% | $71,209+28.6% | $142,382-35.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.60% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $26,429 | $2,854+825.9% | $2,721+871.3% | $4,299+514.7% |
| Participant deferral / active EE | $817 | $4,454-81.7% | $4,175-80.4% | $6,507-87.4% |
| Admin fee / account holder | $647 | $5,568-88.4% | $5,349-87.9% | $12,624-94.9% |