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 | $55,036 | $72,012-23.6% | $185,823-70.4% | $79,858-31.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.52% | 23.12%-11.6pp | 35.95%-24.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,861 | $1,965+249.2% | $4,087+67.9% | $2,471+177.7% |
| Participant deferral / active EE | $7,057 | $3,779+86.7% | $5,632+25.3% | $3,740+88.7% |
| Admin fee / account holder | $6,510 | $4,513+44.3% | $9,500-31.5% | $5,306+22.7% |