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 | $85,500 | $94,625-9.6% | $116,228-26.4% | $84,808+0.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 6.59% | 20.40%-13.8pp | 90.06%-83.5pp | 40.90%-34.3pp |
| Employer contribution / active EE | $9,420 | $2,347+301.4% | $2,994+214.6% | $2,631+258.1% |
| Participant deferral / active EE | $5,217 | $3,972+31.4% | $4,953+5.3% | $4,212+23.9% |
| Admin fee / account holder | $4,083 | $10,091-59.5% | $11,989-65.9% | $7,344-44.4% |