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 | $109,768 | $85,202+28.8% | $172,739-36.5% | $72,985+50.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.71% | 27.32%-21.6pp | 802.84%-797.1pp | 81.00%-75.3pp |
| Employer contribution / active EE | $5,162 | $3,324+55.3% | $5,143+0.4% | $2,440+111.6% |
| Participant deferral / active EE | $4,966 | $3,260+52.3% | $5,198-4.5% | $3,607+37.7% |
| Admin fee / account holder | $25,253 | $5,884+329.2% | $13,954+81.0% | $5,124+392.8% |