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 | $167,174 | $86,929+92.3% | $102,423+63.2% | $80,856+106.8% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.6%+19.5pp |
| Annual return | 5.24% | 18.88%-13.6pp | 29.32%-24.1pp | 35.59%-30.4pp |
| Employer contribution / active EE | $4,013 | $2,369+69.4% | $3,023+32.7% | $2,755+45.7% |
| Participant deferral / active EE | $8,329 | $4,118+102.2% | $5,053+64.8% | $4,296+93.9% |
| Admin fee / account holder | $11,009 | $8,049+36.8% | $9,451+16.5% | $6,918+59.1% |