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 | $147,829 | $39,534+273.9% | $46,225+219.8% | $62,891+135.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 0.93% | 8.93%-8.0pp | 7.57%-6.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $22,605 | $2,646+754.2% | $3,424+560.2% | $2,281+891.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,776-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,227 | $2,464-9.6% | $3,519-36.7% | $4,296-48.1% |