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 | $108,325 | $84,233+28.6% | $170,442-36.4% | $70,131+54.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.08% | 23.06%-11.0pp | 205.93%-193.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,352 | $3,387+58.0% | $5,433-1.5% | $2,342+128.5% |
| Participant deferral / active EE | $5,079 | $3,086+64.6% | $4,939+2.8% | $3,332+52.5% |
| Admin fee / account holder | $23,780 | $5,698+317.3% | $13,880+71.3% | $4,645+411.9% |