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 | $123,768 | $65,395+89.3% | $182,532-32.2% | $72,985+69.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 7.85% | 27.68%-19.8pp | 148.54%-140.7pp | 81.00%-73.2pp |
| Employer contribution / active EE | $3,588 | $1,911+87.7% | $4,076-12.0% | $2,440+47.1% |
| Participant deferral / active EE | $10,665 | $3,563+199.4% | $5,524+93.1% | $3,607+195.7% |
| Admin fee / account holder | $3,115 | $4,245-26.6% | $8,592-63.7% | $5,124-39.2% |