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 | $80,188 | $57,828+38.7% | $117,039-31.5% | $70,131+14.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.59% | 17.55%-7.0pp | 18.95%-8.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $4,043 | $1,816+122.7% | $3,785+6.8% | $2,342+72.6% |
| Participant deferral / active EE | $3,504 | $2,438+43.8% | $3,929-10.8% | $3,332+5.2% |
| Admin fee / account holder | $31,115 | $3,548+776.9% | $5,974+420.9% | $4,645+569.8% |