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 | $119,468 | $80,673+48.1% | $101,326+17.9% | $84,808+40.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 81.5%+4.2pp | 68.3%+17.4pp |
| Annual return | 13.40% | 38.95%-25.6pp | 36.82%-23.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $843 | $2,698-68.8% | $3,665-77.0% | $2,631-68.0% |
| Participant deferral / active EE | $5,642 | $6,840-17.5% | $7,994-29.4% | $4,212+34.0% |
| Admin fee / account holder | $19,866 | $12,784+55.4% | $11,185+77.6% | $7,344+170.5% |