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 7-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 | $225,768 | $54,705+312.7% | $71,209+217.0% | $84,808+166.2% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.8%+23.3pp | 68.3%+28.8pp |
| Annual return | 5.39% | 35.90%-30.5pp | 282.51%-277.1pp | 40.90%-35.5pp |
| Employer contribution / active EE | $10,647 | $2,158+393.4% | $2,721+291.3% | $2,631+304.7% |
| Participant deferral / active EE | $10,595 | $3,030+249.6% | $4,175+153.8% | $4,212+151.6% |
| Admin fee / account holder | $15,538 | $4,863+219.5% | $5,349+190.5% | $7,344+111.6% |