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 10-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 | $133,843 | $96,305+39.0% | $80,569+66.1% | $139,434-4.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.47% | 1350.08%-1342.6pp | 935.43%-928.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $9,133 | $3,262+180.0% | $2,723+235.3% | $4,751+92.2% |
| Participant deferral / active EE | $9,371 | $5,232+79.1% | $4,447+110.7% | $6,710+39.6% |
| Admin fee / account holder | $143,200 | $6,599+2070.2% | $5,377+2563.1% | $11,403+1155.9% |