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 7-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 | $147,067 | $25,014+487.9% | $69,647+111.2% | $80,856+81.9% |
| Participation rate | 97.6% | 64.2%+33.4pp | 66.5%+31.2pp | 67.6%+30.0pp |
| Annual return | 2.15% | 19.07%-16.9pp | 100.48%-98.3pp | 35.59%-33.4pp |
| Employer contribution / active EE | $9,732 | $993+880.0% | $1,712+468.3% | $2,755+253.3% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,886-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,656 | $2,488-33.4% | $4,713-64.9% | $6,918-76.1% |