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 | $80,180 | $57,990+38.3% | $76,190+5.2% | $80,856-0.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.3%+20.7pp | 67.6%+32.4pp |
| Annual return | 10.22% | 15.89%-5.7pp | 13.78%-3.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $10,191 | $3,565+185.9% | $4,578+122.6% | $2,755+269.9% |
| Participant deferral / active EE | $6,390 | $3,814+67.5% | $5,474+16.7% | $4,296+48.7% |
| Admin fee / account holder | $36,309 | $5,668+540.5% | $5,123+608.7% | $6,918+424.8% |