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 | $210,565 | $73,933+184.8% | $96,683+117.8% | $75,163+180.1% |
| Participation rate | 81.3% | 66.4%+14.9pp | 74.3%+7.0pp | 67.2%+14.1pp |
| Annual return | 13.02% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,735 | $2,928-6.6% | $3,737-26.8% | $2,670+2.5% |
| Participant deferral / active EE | $7,902 | $3,659+116.0% | $4,878+62.0% | $4,125+91.6% |
| Admin fee / account holder | $11,971 | $5,216+129.5% | $6,730+77.9% | $5,651+111.8% |