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 | $95,453+74.9% | $112,040+49.0% | $82,448+102.5% |
| Participation rate | 93.0% | 72.8%+20.3pp | 76.5%+16.5pp | 68.1%+25.0pp |
| Annual return | 11.84% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,582 | $2,318+11.4% | $2,954-12.6% | $2,551+1.2% |
| Participant deferral / active EE | $6,076 | $4,224+43.8% | $5,098+19.2% | $4,139+46.8% |
| Admin fee / account holder | $33,734 | $9,013+274.3% | $12,098+178.8% | $7,234+366.3% |