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 | $108,918 | $68,719+58.5% | $91,541+19.0% | $84,808+28.4% |
| Participation rate | 97.2% | 64.5%+32.7pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 12.14% | 19.12%-7.0pp | 20.50%-8.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,297 | $1,920+123.8% | $2,505+71.6% | $2,631+63.3% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,789 | $5,786-17.2% | $6,956-31.2% | $7,344-34.8% |