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 | $191,806 | $91,190+110.3% | $178,490+7.5% | $79,858+140.2% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 5.08% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $6,660 | $3,256+104.6% | $5,011+32.9% | $2,471+169.6% |
| Participant deferral / active EE | $2,097 | $3,236-35.2% | $5,202-59.7% | $3,740-43.9% |
| Admin fee / account holder | $1,310 | $6,751-80.6% | $13,984-90.6% | $5,306-75.3% |