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 | $161,642 | $58,828+174.8% | $77,999+107.2% | $62,891+157.0% |
| Participation rate | 93.3% | 71.1%+22.3pp | 75.5%+17.8pp | 69.3%+24.0pp |
| Annual return | 3.26% | 17.16%-13.9pp | 425.96%-422.7pp | 20.14%-16.9pp |
| Employer contribution / active EE | $16,019 | $1,672+858.3% | $2,470+548.5% | $2,281+602.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,543 | $4,393+26.2% | $5,480+1.1% | $4,296+29.0% |