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 7-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 | $137,479 | $72,492+89.6% | $87,100+57.8% | $72,985+88.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.96% | 24.46%-21.5pp | 28.19%-25.2pp | 81.00%-78.0pp |
| Employer contribution / active EE | $2,661 | $1,894+40.5% | $2,521+5.5% | $2,440+9.0% |
| Participant deferral / active EE | $4,514 | $3,270+38.1% | $4,049+11.5% | $3,607+25.1% |
| Admin fee / account holder | $985 | $5,055-80.5% | $7,497-86.9% | $5,124-80.8% |