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 | $116,342 | $77,314+50.5% | $177,989-34.6% | $80,856+43.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 4.79% | 18.09%-13.3pp | 294.48%-289.7pp | 35.59%-30.8pp |
| Employer contribution / active EE | $2,911 | $2,292+27.0% | $3,949-26.3% | $2,755+5.7% |
| Participant deferral / active EE | $5,149 | $4,411+16.7% | $6,276-18.0% | $4,296+19.9% |
| Admin fee / account holder | $1,466 | $7,191-79.6% | $10,363-85.9% | $6,918-78.8% |