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 7-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 | $177,595 | $74,888+137.1% | $71,209+149.4% | $142,382+24.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.76% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,730 | $2,854-4.4% | $2,721+0.3% | $4,299-36.5% |
| Participant deferral / active EE | $4,838 | $4,454+8.6% | $4,175+15.9% | $6,507-25.7% |
| Admin fee / account holder | $41,621 | $5,568+647.5% | $5,349+678.1% | $12,624+229.7% |