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 | $127,436 | $60,892+109.3% | $82,389+54.7% | $84,808+50.3% |
| Participation rate | 80.6% | 63.3%+17.4pp | 69.5%+11.1pp | 68.3%+12.3pp |
| Annual return | 12.70% | 37.29%-24.6pp | 28.67%-16.0pp | 40.90%-28.2pp |
| Employer contribution / active EE | $6,531 | $1,779+267.1% | $2,517+159.5% | $2,631+148.2% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $664 | $5,467-87.9% | $7,231-90.8% | $7,344-91.0% |