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 8-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 | $94,892 | $73,933+28.3% | $96,683-1.9% | $75,163+26.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.28% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,195 | $2,928-25.0% | $3,737-41.2% | $2,670-17.8% |
| Participant deferral / active EE | $5,143 | $3,659+40.6% | $4,878+5.4% | $4,125+24.7% |
| Admin fee / account holder | $1,526 | $5,216-70.7% | $6,730-77.3% | $5,651-73.0% |