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 | $159,563 | $51,175+211.8% | $70,515+126.3% | $75,163+112.3% |
| Participation rate | 97.9% | 60.9%+36.9pp | 68.3%+29.5pp | 67.2%+30.7pp |
| Annual return | 5.26% | 30.02%-24.8pp | 32.77%-27.5pp | 160.62%-155.4pp |
| Employer contribution / active EE | $4,088 | $1,826+123.9% | $2,973+37.5% | $2,670+53.1% |
| Participant deferral / active EE | $5,733 | $2,849+101.2% | $4,567+25.5% | $4,125+39.0% |
| Admin fee / account holder | $20,520 | $4,091+401.6% | $6,412+220.0% | $5,651+263.1% |