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 | $160,574 | $60,022+167.5% | $88,946+80.5% | $84,808+89.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.89% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $6,106 | $1,703+258.6% | $2,555+139.0% | $2,631+132.1% |
| Participant deferral / active EE | $5,832 | $3,114+87.3% | $4,581+27.3% | $4,212+38.5% |
| Admin fee / account holder | $26,652 | $4,811+454.0% | $8,261+222.6% | $7,344+262.9% |