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 9-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 | $198,373 | $58,694+238.0% | $142,863+38.9% | $85,850+131.1% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 9.36% | 27.72%-18.4pp | 5637.54%-5628.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,020 | $1,423-28.3% | $4,144-75.4% | $2,565-60.2% |
| Participant deferral / active EE | $10,648 | $2,607+308.4% | $3,837+177.5% | $3,952+169.5% |
| Admin fee / account holder | $25,261 | $4,239+495.9% | $6,560+285.1% | $6,260+303.5% |