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 | $114,019 | $91,190+25.0% | $178,490-36.1% | $79,858+42.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 6.77% | 24.19%-17.4pp | 151.07%-144.3pp | 31.71%-24.9pp |
| Employer contribution / active EE | $5,398 | $3,256+65.8% | $5,011+7.7% | $2,471+118.5% |
| Participant deferral / active EE | $5,613 | $3,236+73.4% | $5,202+7.9% | $3,740+50.1% |
| Admin fee / account holder | $24,760 | $6,751+266.8% | $13,984+77.1% | $5,306+366.6% |