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 7-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 | $107,203 | $80,968+32.4% | $96,544+11.0% | $75,163+42.6% |
| Participation rate | 86.8% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.7pp |
| Annual return | 5.44% | 27.06%-21.6pp | 25.84%-20.4pp | 160.62%-155.2pp |
| Employer contribution / active EE | $7,660 | $2,282+235.7% | $2,965+158.4% | $2,670+186.9% |
| Participant deferral / active EE | $7,037 | $3,928+79.2% | $4,851+45.1% | $4,125+70.6% |
| Admin fee / account holder | $19,203 | $6,724+185.6% | $8,252+132.7% | $5,651+239.8% |