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 | $186,167 | $54,762+240.0% | $90,281+106.2% | $72,985+155.1% |
| Participation rate | 82.5% | 65.1%+17.3pp | 73.3%+9.2pp | 69.5%+13.0pp |
| Annual return | 8.66% | 30.63%-22.0pp | 78.10%-69.4pp | 81.00%-72.3pp |
| Employer contribution / active EE | $3,469 | $2,092+65.8% | $2,854+21.5% | $2,440+42.2% |
| Participant deferral / active EE | $4,338 | $2,887+50.3% | $3,885+11.6% | $3,607+20.2% |
| Admin fee / account holder | $17,369 | $3,972+337.3% | $5,351+224.6% | $5,124+238.9% |