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 | $194,975 | $58,927+230.9% | $76,817+153.8% | $72,985+167.1% |
| Participation rate | 77.0% | 67.3%+9.7pp | 72.1%+5.0pp | 69.5%+7.6pp |
| Annual return | 14.02% | 2305.64%-2291.6pp | 1166.11%-1152.1pp | 81.00%-67.0pp |
| Employer contribution / active EE | $9,057 | $1,787+406.9% | $2,302+293.4% | $2,440+271.2% |
| Participant deferral / active EE | $3,110 | $2,690+15.6% | $3,336-6.8% | $3,607-13.8% |
| Admin fee / account holder | $2,042 | $4,013-49.1% | $6,420-68.2% | $5,124-60.2% |