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 | $150,034 | $86,929+72.6% | $102,423+46.5% | $80,856+85.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.94% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,273 | $2,369-4.1% | $3,023-24.8% | $2,755-17.5% |
| Participant deferral / active EE | $7,227 | $4,118+75.5% | $5,053+43.0% | $4,296+68.2% |
| Admin fee / account holder | $4,936 | $8,049-38.7% | $9,451-47.8% | $6,918-28.6% |