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 10-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 | $162,369 | $98,750+64.4% | $149,696+8.5% | $79,858+103.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.79% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,339 | $3,216+3.8% | $4,644-28.1% | $2,471+35.2% |
| Participant deferral / active EE | $8,817 | $5,680+55.2% | $6,842+28.9% | $3,740+135.7% |
| Admin fee / account holder | $15,244 | $6,053+151.9% | $9,309+63.8% | $5,306+187.3% |