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 | $120,284 | $109,881+9.5% | $150,045-19.8% | $84,808+41.8% |
| Participation rate | 79.5% | 76.1%+3.4pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 13.23% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,486 | $3,561+26.0% | $4,693-4.4% | $2,631+70.5% |
| Participant deferral / active EE | $10,452 | $6,636+57.5% | $7,997+30.7% | $4,212+148.2% |
| Admin fee / account holder | $26,210 | $8,568+205.9% | $13,435+95.1% | $7,344+256.9% |