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 6-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 | $115,411 | $64,324+79.4% | $118,925-3.0% | $79,858+44.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 7.59% | 86.45%-78.9pp | 35.88%-28.3pp | 31.71%-24.1pp |
| Employer contribution / active EE | $5,761 | $1,836+213.7% | $3,263+76.6% | $2,471+133.1% |
| Participant deferral / active EE | $3,488 | $2,824+23.5% | $4,265-18.2% | $3,740-6.7% |
| Admin fee / account holder | $4,335 | $4,040+7.3% | $6,581-34.1% | $5,306-18.3% |