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 9-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 | $98,073 | $39,122+150.7% | $57,179+71.5% | $62,891+55.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.86% | 9.23%-10.1pp | 14.59%-15.4pp | 20.14%-21.0pp |
| Employer contribution / active EE | $4,852 | $1,874+158.9% | $2,682+80.9% | $2,281+112.7% |
| Participant deferral / active EE | $7,369 | $2,374+210.4% | $3,096+138.0% | $3,203+130.1% |
| Admin fee / account holder | $6,363 | $2,592+145.5% | $3,139+102.7% | $4,296+48.1% |