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 | $178,196 | $55,706+219.9% | $75,886+134.8% | $72,985+144.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 4.99% | 27.59%-22.6pp | 30.76%-25.8pp | 81.00%-76.0pp |
| Employer contribution / active EE | $2,162 | $1,687+28.2% | $2,500-13.5% | $2,440-11.4% |
| Participant deferral / active EE | $5,810 | $2,634+120.6% | $3,603+61.2% | $3,607+61.0% |
| Admin fee / account holder | $16,299 | $3,978+309.7% | $5,418+200.8% | $5,124+218.1% |