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 | $82,163 | $46,553+76.5% | $64,056+28.3% | $75,163+9.3% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 10.70% | 26.03%-15.3pp | 33.69%-23.0pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,221 | $1,974+12.5% | $2,747-19.1% | $2,670-16.8% |
| Participant deferral / active EE | $6,844 | $2,837+141.3% | $3,880+76.4% | $4,125+65.9% |
| Admin fee / account holder | $6,634 | $2,952+124.7% | $3,068+116.2% | $5,651+17.4% |