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 7-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 | $178,656 | $109,881+62.6% | $150,045+19.1% | $84,808+110.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.03% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,690 | $3,561+3.6% | $4,693-21.4% | $2,631+40.3% |
| Participant deferral / active EE | $8,827 | $6,636+33.0% | $7,997+10.4% | $4,212+109.6% |
| Admin fee / account holder | $6,524 | $8,568-23.9% | $13,435-51.4% | $7,344-11.2% |