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 9-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 | $134,663 | $65,365+106.0% | $92,893+45.0% | $72,985+84.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.83% | 42.10%-37.3pp | 109.41%-104.6pp | 81.00%-76.2pp |
| Employer contribution / active EE | $4,310 | $2,594+66.1% | $3,653+18.0% | $2,440+76.7% |
| Participant deferral / active EE | $7,470 | $3,128+138.8% | $4,236+76.3% | $3,607+107.1% |
| Admin fee / account holder | $16,761 | $4,251+294.2% | $5,794+189.3% | $5,124+227.1% |