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 8-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 | $99,254 | $54,705+81.4% | $71,209+39.4% | $84,808+17.0% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.7pp | 68.3%+27.1pp |
| Annual return | 10.87% | 35.90%-25.0pp | 282.51%-271.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,506 | $2,158+108.8% | $2,721+65.6% | $2,631+71.3% |
| Participant deferral / active EE | $10,964 | $3,030+261.8% | $4,175+162.6% | $4,212+160.3% |
| Admin fee / account holder | $27,635 | $4,863+468.2% | $5,349+416.7% | $7,344+276.3% |