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 | $243,770 | $62,573+289.6% | $85,682+184.5% | $85,850+183.9% |
| Participation rate | 73.2% | 61.1%+12.0pp | 69.9%+3.3pp | 69.3%+3.9pp |
| Annual return | 10.74% | 23.77%-13.0pp | 21.49%-10.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,524 | $1,757+100.6% | $2,618+34.6% | $2,565+37.4% |
| Participant deferral / active EE | $9,397 | $2,802+235.3% | $3,923+139.5% | $3,952+137.8% |
| Admin fee / account holder | $5,188 | $4,640+11.8% | $6,873-24.5% | $6,260-17.1% |