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 8-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 | $229,301 | $102,317+124.1% | $146,958+56.0% | $80,856+183.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.11% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,833 | $3,713-23.7% | $4,933-42.6% | $2,755+2.9% |
| Participant deferral / active EE | $9,518 | $6,644+43.3% | $8,070+17.9% | $4,296+121.6% |
| Admin fee / account holder | $40,626 | $7,941+411.6% | $12,998+212.5% | $6,918+487.2% |