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 | $110,074 | $72,492+51.8% | $87,100+26.4% | $72,985+50.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.92% | 24.46%-9.5pp | 28.19%-13.3pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,751 | $1,894-7.5% | $2,521-30.5% | $2,440-28.2% |
| Participant deferral / active EE | $5,140 | $3,270+57.2% | $4,049+27.0% | $3,607+42.5% |
| Admin fee / account holder | $13,289 | $5,055+162.9% | $7,497+77.3% | $5,124+159.3% |