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 | $76,805 | $36,767+108.9% | $81,478-5.7% | $62,292+23.3% |
| Participation rate | 78.6% | 54.4%+24.2pp | 68.0%+10.7pp | 69.5%+9.1pp |
| Annual return | 11.32% | 173.80%-162.5pp | 38.78%-27.5pp | 28.90%-17.6pp |
| Employer contribution / active EE | $3,533 | $1,128+213.1% | $2,568+37.6% | $2,042+73.0% |
| Participant deferral / active EE | $4,996 | $2,111+136.7% | $3,537+41.3% | $3,169+57.6% |
| Admin fee / account holder | $6,277 | $797+687.4% | $4,561+37.6% | $479+1209.5% |