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 10-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 | $160,906 | $99,341+62.0% | $84,750+89.9% | $273,961-41.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.30% | 22.93%-21.6pp | 22.78%-21.5pp | 41.45%-40.2pp |
| Employer contribution / active EE | $3,032 | $4,214-28.0% | $3,574-15.2% | $4,869-37.7% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $600 | $6,644-91.0% | $5,332-88.7% | $10,132-94.1% |