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 | $181,936 | $109,881+65.6% | $150,045+21.3% | $84,808+114.5% |
| Participation rate | 79.2% | 76.1%+3.2pp | 82.3%-3.1pp | 68.3%+10.9pp |
| Annual return | 12.20% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,299 | $6,636+85.3% | $7,997+53.8% | $4,212+192.0% |
| Admin fee / account holder | $45,407 | $8,568+430.0% | $13,435+238.0% | $7,344+518.3% |