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 | $100,663 | $80,717+24.7% | $154,803-35.0% | $84,808+18.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.31% | 37.96%-25.6pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $8,526 | $2,761+208.8% | $4,305+98.0% | $2,631+224.1% |
| Participant deferral / active EE | $5,521 | $3,303+67.1% | $5,540-0.4% | $4,212+31.1% |
| Admin fee / account holder | $15,633 | $6,746+131.7% | $14,329+9.1% | $7,344+112.9% |