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 | $166,981 | $95,803+74.3% | $113,168+47.6% | $84,808+96.9% |
| Participation rate | 93.0% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 11.84% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,582 | $2,360+9.4% | $2,975-13.2% | $2,631-1.9% |
| Participant deferral / active EE | $6,076 | $4,242+43.2% | $5,107+19.0% | $4,212+44.3% |
| Admin fee / account holder | $33,734 | $8,989+275.3% | $12,068+179.5% | $7,344+359.4% |