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 | $222,336 | $123,793+79.6% | $177,821+25.0% | $79,858+178.4% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 9.76% | 22.82%-13.1pp | 48.32%-38.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $5,694 | $4,095+39.0% | $5,918-3.8% | $2,471+130.4% |
| Participant deferral / active EE | $14,341 | $5,956+140.8% | $7,714+85.9% | $3,740+283.4% |
| Admin fee / account holder | $14,878 | $7,243+105.4% | $12,427+19.7% | $5,306+180.4% |