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 | $88,672-8.4% | $105,223-22.8% | $82,448-1.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.89% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $4,034 | $3,048+32.4% | $3,689+9.4% | $2,551+58.1% |
| Participant deferral / active EE | $6,231 | $4,036+54.4% | $5,072+22.9% | $4,139+50.5% |
| Admin fee / account holder | $14,100 | $7,146+97.3% | $8,859+59.2% | $7,234+94.9% |