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 | $180,741 | $63,764+183.5% | $81,930+120.6% | $79,858+126.3% |
| Participation rate | 98.2% | 67.5%+30.7pp | 72.0%+26.2pp | 69.6%+28.6pp |
| Annual return | 5.27% | 22.66%-17.4pp | 29.49%-24.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $12,574 | $1,795+600.3% | $4,310+191.7% | $2,471+408.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $805 | $4,426-81.8% | $5,158-84.4% | $5,306-84.8% |