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 3-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 | $129,316 | $81,460+58.7% | $103,333+25.1% | $80,856+59.9% |
| Participation rate | 94.2% | 66.8%+27.3pp | 74.5%+19.7pp | 67.6%+26.5pp |
| Annual return | 7.96% | 25.55%-17.6pp | 24.88%-16.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $15,390 | $3,105+395.6% | $3,868+297.9% | $2,755+458.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,745 | $6,566+17.9% | $8,355-7.3% | $6,918+12.0% |