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 9-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 | $171,245 | $56,897+201.0% | $84,750+102.1% | $62,891+172.3% |
| Participation rate | 98.1% | 68.5%+29.6pp | 76.6%+21.6pp | 69.3%+28.8pp |
| Annual return | -0.84% | 6.30%-7.1pp | 22.78%-23.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $3,130 | $2,400+30.4% | $3,574-12.4% | $2,281+37.2% |
| Participant deferral / active EE | $6,389 | $2,709+135.8% | $3,712+72.1% | $3,203+99.5% |
| Admin fee / account holder | $37,108 | $3,581+936.3% | $5,332+595.9% | $4,296+763.9% |