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 | $166,503 | $80,968+105.6% | $96,544+72.5% | $75,163+121.5% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 11.47% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,555 | $3,928+66.9% | $4,851+35.1% | $4,125+58.9% |
| Admin fee / account holder | $35,060 | $6,724+421.4% | $8,252+324.9% | $5,651+520.4% |