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 | $176,573 | $113,339+55.8% | $94,993+85.9% | $147,584+19.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 1.32% | 20.77%-19.5pp | 27.12%-25.8pp | 578.55%-577.2pp |
| Employer contribution / active EE | $9,350 | $3,160+195.8% | $2,603+259.1% | $4,876+91.7% |
| Participant deferral / active EE | $14,875 | $3,777+293.8% | $3,317+348.4% | $5,439+173.5% |
| Admin fee / account holder | $2,340 | $6,063-61.4% | $4,960-52.8% | $10,885-78.5% |