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 | $144,660 | $83,902+72.4% | $167,512-13.6% | $84,808+70.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 9.79% | 91.55%-81.8pp | 1615.79%-1606.0pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,269 | $2,264+0.3% | $3,882-41.5% | $2,631-13.7% |
| Participant deferral / active EE | $6,868 | $4,442+54.6% | $6,405+7.2% | $4,212+63.1% |
| Admin fee / account holder | $12,199 | $7,915+54.1% | $9,769+24.9% | $7,344+66.1% |