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 8-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 | $164,097 | $48,750+236.6% | $88,946+84.5% | $74,304+120.8% |
| Participation rate | 100.0% | 44.5%+55.5pp | 68.8%+31.2pp | 60.3%+39.7pp |
| Annual return | 8.50% | 25.91%-17.4pp | 57.82%-49.3pp | 29.43%-20.9pp |
| Employer contribution / active EE | $10,186 | $1,255+711.6% | $2,555+298.7% | $2,241+354.5% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5,039 | $3,756+34.2% | $8,261-39.0% | $2,969+69.7% |