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 | $149,950 | $68,719+118.2% | $91,541+63.8% | $84,808+76.8% |
| Participation rate | 93.1% | 64.5%+28.6pp | 69.8%+23.3pp | 68.3%+24.8pp |
| Annual return | 11.77% | 19.12%-7.4pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $5,464 | $1,920+184.6% | $2,505+118.2% | $2,631+107.7% |
| Participant deferral / active EE | $10,406 | $3,136+231.8% | $4,008+159.6% | $4,212+147.1% |
| Admin fee / account holder | $64,658 | $5,786+1017.4% | $6,956+829.5% | $7,344+780.4% |