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 | $202,453 | $148,978+35.9% | $200,582+0.9% | $84,808+138.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.80% | 28.16%-17.4pp | 42.33%-31.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $4,539 | $4,815-5.7% | $6,419-29.3% | $2,631+72.5% |
| Participant deferral / active EE | $8,063 | $7,142+12.9% | $9,331-13.6% | $4,212+91.4% |
| Admin fee / account holder | $870 | $13,977-93.8% | $16,305-94.7% | $7,344-88.2% |