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 | $223,176 | $87,841+154.1% | $133,980+66.6% | $62,891+254.9% |
| Participation rate | 91.2% | 83.4%+7.8pp | 87.1%+4.1pp | 69.3%+21.9pp |
| Annual return | 4.94% | 12.05%-7.1pp | 29.30%-24.4pp | 20.14%-15.2pp |
| Employer contribution / active EE | $23,958 | $3,483+587.9% | $5,211+359.7% | $2,281+950.4% |
| Participant deferral / active EE | $12,918 | $4,812+168.4% | $6,282+105.6% | $3,203+303.3% |
| Admin fee / account holder | $43,055 | $5,371+701.6% | $9,324+361.8% | $4,296+902.3% |