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 | $29,872 | $20,316+47.0% | $66,042-54.8% | $74,304-59.8% |
| Participation rate | 93.8% | 62.8%+31.0pp | 67.5%+26.2pp | 60.3%+33.4pp |
| Annual return | 14.82% | 28.10%-13.3pp | 52.11%-37.3pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,406 | $745+223.1% | $1,579+52.3% | $2,241+7.3% |
| Participant deferral / active EE | $3,317 | $1,615+105.4% | $2,835+17.0% | $3,767-11.9% |
| Admin fee / account holder | $5,518 | $1,668+230.7% | $5,747-4.0% | $2,969+85.8% |