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 | $102,382+124.0% | $147,005+56.0% | $80,874+183.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.11% | 134.89%-124.8pp | 418.76%-408.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,833 | $3,715-23.7% | $4,934-42.6% | $2,756+2.8% |
| Participant deferral / active EE | $9,518 | $6,646+43.2% | $8,070+17.9% | $4,297+121.5% |
| Admin fee / account holder | $40,626 | $7,942+411.5% | $13,006+212.4% | $6,935+485.8% |