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 8-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 | $88,357 | $81,460+8.5% | $103,333-14.5% | $80,856+9.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.84% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $8,087 | $3,105+160.4% | $3,868+109.1% | $2,755+193.6% |
| Participant deferral / active EE | $6,041 | $3,869+56.2% | $5,057+19.4% | $4,296+40.6% |
| Admin fee / account holder | $3,601 | $6,566-45.2% | $8,355-56.9% | $6,918-47.9% |