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 | $81,227 | $89,753-9.5% | $107,525-24.5% | $84,808-4.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.89% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,034 | $3,113+29.6% | $3,754+7.5% | $2,631+53.3% |
| Participant deferral / active EE | $6,231 | $4,056+53.6% | $5,116+21.8% | $4,212+47.9% |
| Admin fee / account holder | $14,100 | $7,222+95.2% | $8,919+58.1% | $7,344+92.0% |