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 | $174,355 | $54,705+218.7% | $71,209+144.9% | $84,808+105.6% |
| Participation rate | 80.6% | 64.1%+16.5pp | 73.8%+6.8pp | 68.3%+12.2pp |
| Annual return | 13.30% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,845 | $2,158+78.2% | $2,721+41.3% | $2,631+46.1% |
| Participant deferral / active EE | $7,389 | $3,030+143.8% | $4,175+77.0% | $4,212+75.4% |
| Admin fee / account holder | $1,213 | $4,863-75.1% | $5,349-77.3% | $7,344-83.5% |