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 | $160,527 | $71,050+125.9% | $93,606+71.5% | $80,856+98.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.14% | 11.26%-2.1pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $8,093 | $1,564+417.5% | $2,420+234.4% | $2,755+193.8% |
| Participant deferral / active EE | $3,960 | $4,034-1.8% | $4,411-10.2% | $4,296-7.8% |
| Admin fee / account holder | $6,609 | $6,945-4.8% | $8,285-20.2% | $6,918-4.5% |