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 3-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 | $233,871 | $163,101+43.4% | $136,749+71.0% | $142,382+64.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.28% | 27.54%-19.3pp | 24.33%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $46,500 | $4,117+1029.6% | $3,400+1267.8% | $4,299+981.6% |
| Participant deferral / active EE | $32,875 | $5,585+488.6% | $4,692+600.7% | $6,507+405.2% |
| Admin fee / account holder | $4,381 | $14,318-69.4% | $11,386-61.5% | $12,624-65.3% |