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 | $160,045 | $60,124+166.2% | $90,404+77.0% | $79,858+100.4% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 3.89% | 71.94%-68.1pp | 1293.02%-1289.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $8,328 | $2,068+302.8% | $3,262+155.3% | $2,471+237.1% |
| Participant deferral / active EE | $4,496 | $2,938+53.0% | $3,963+13.4% | $3,740+20.2% |
| Admin fee / account holder | $3,631 | $3,976-8.7% | $5,611-35.3% | $5,306-31.6% |