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 | $57,590+178.8% | $86,233+86.2% | $82,448+94.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 12.89% | 22.41%-9.5pp | 61.39%-48.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $6,106 | $1,655+268.9% | $2,504+143.8% | $2,551+139.4% |
| Participant deferral / active EE | $5,832 | $3,080+89.4% | $4,559+27.9% | $4,139+40.9% |
| Admin fee / account holder | $26,652 | $4,730+463.4% | $8,342+219.5% | $7,234+268.4% |