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 | $163,981 | $60,124+172.7% | $90,404+81.4% | $79,858+105.3% |
| Participation rate | 95.3% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.7pp |
| Annual return | 6.32% | 71.94%-65.6pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $2,005 | $2,068-3.0% | $3,262-38.5% | $2,471-18.9% |
| Participant deferral / active EE | $8,419 | $2,938+186.5% | $3,963+112.4% | $3,740+125.1% |
| Admin fee / account holder | $11,974 | $3,976+201.1% | $5,611+113.4% | $5,306+125.7% |