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 4-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 | $112,445 | $68,719+63.6% | $91,541+22.8% | $84,808+32.6% |
| Participation rate | 90.4% | 64.5%+25.9pp | 69.8%+20.6pp | 68.3%+22.1pp |
| Annual return | 12.15% | 19.12%-7.0pp | 20.50%-8.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $5,188 | $1,920+170.2% | $2,505+107.1% | $2,631+97.2% |
| Participant deferral / active EE | $5,408 | $3,136+72.5% | $4,008+34.9% | $4,212+28.4% |
| Admin fee / account holder | $6,499 | $5,786+12.3% | $6,956-6.6% | $7,344-11.5% |