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 | $104,263 | $48,795+113.7% | $65,493+59.2% | $84,808+22.9% |
| Participation rate | 92.7% | 67.0%+25.7pp | 73.1%+19.6pp | 68.3%+24.4pp |
| Annual return | 10.50% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,806 | $1,930-6.4% | $2,574-29.8% | $2,631-31.4% |
| Participant deferral / active EE | $5,453 | $2,928+86.2% | $3,961+37.7% | $4,212+29.5% |
| Admin fee / account holder | $3,731 | $3,877-3.8% | $5,028-25.8% | $7,344-49.2% |