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 | $123,056 | $58,512+110.3% | $84,015+46.5% | $72,985+68.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 3.43% | 28.93%-25.5pp | 71.31%-67.9pp | 81.00%-77.6pp |
| Employer contribution / active EE | $5,000 | $1,163+329.9% | $1,983+152.1% | $2,440+104.9% |
| Participant deferral / active EE | $2,065 | $2,394-13.7% | $3,239-36.2% | $3,607-42.8% |
| Admin fee / account holder | $8,422 | $4,569+84.3% | $6,101+38.0% | $5,124+64.4% |