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 | $164,786 | $81,248+102.8% | $155,509+6.0% | $80,856+103.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.95% | 33.31%-25.4pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $12,456 | $3,100+301.8% | $4,672+166.6% | $2,755+352.2% |
| Participant deferral / active EE | $5,196 | $3,452+50.5% | $5,626-7.6% | $4,296+21.0% |
| Admin fee / account holder | $5,567 | $7,997-30.4% | $15,912-65.0% | $6,918-19.5% |