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 4-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 | $118,339 | $125,758-5.9% | $169,993-30.4% | $75,163+57.4% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 13.19% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $7,393 | $4,615+60.2% | $6,785+9.0% | $2,670+176.9% |
| Participant deferral / active EE | $12,538 | $6,837+83.4% | $10,408+20.5% | $4,125+204.0% |
| Admin fee / account holder | $11,363 | $8,173+39.0% | $12,815-11.3% | $5,651+101.1% |