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 | $72,621 | $52,580+38.1% | $71,671+1.3% | $70,131+3.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 8.14% | 20.25%-12.1pp | 20.65%-12.5pp | 73.14%-65.0pp |
| Employer contribution / active EE | $1,488 | $1,616-7.9% | $2,460-39.5% | $2,342-36.5% |
| Participant deferral / active EE | $4,555 | $2,386+90.9% | $3,438+32.5% | $3,332+36.7% |
| Admin fee / account holder | $2,757 | $3,653-24.5% | $5,558-50.4% | $4,645-40.6% |