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 | $210,779 | $70,756+197.9% | $65,493+221.8% | $142,382+48.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 7.08% | 1754.89%-1747.8pp | 982.45%-975.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,510 | $2,881-12.9% | $2,574-2.5% | $4,299-41.6% |
| Participant deferral / active EE | $10,167 | $4,637+119.2% | $3,961+156.7% | $6,507+56.2% |
| Admin fee / account holder | $11,969 | $6,559+82.5% | $5,028+138.0% | $12,624-5.2% |