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 | $197,001 | $55,706+253.6% | $75,886+159.6% | $72,985+169.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 10.98% | 27.59%-16.6pp | 30.76%-19.8pp | 81.00%-70.0pp |
| Employer contribution / active EE | $3,815 | $1,687+126.2% | $2,500+52.6% | $2,440+56.4% |
| Participant deferral / active EE | $4,581 | $2,634+73.9% | $3,603+27.2% | $3,607+27.0% |
| Admin fee / account holder | $11,854 | $3,978+198.0% | $5,418+118.8% | $5,124+131.3% |