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 | $195,792 | $163,101+20.0% | $136,749+43.2% | $142,382+37.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.62% | 27.54%-19.9pp | 24.33%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $16,444 | $4,117+299.5% | $3,400+383.7% | $4,299+282.5% |
| Participant deferral / active EE | $11,477 | $5,585+105.5% | $4,692+144.6% | $6,507+76.4% |
| Admin fee / account holder | $90,441 | $14,318+531.6% | $11,386+694.3% | $12,624+616.4% |