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 | $122,738 | $81,460+50.7% | $103,333+18.8% | $80,856+51.8% |
| Participation rate | 98.9% | 66.8%+32.1pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 5.54% | 25.55%-20.0pp | 24.88%-19.3pp | 35.59%-30.1pp |
| Employer contribution / active EE | $1,095 | $3,105-64.8% | $3,868-71.7% | $2,755-60.3% |
| Participant deferral / active EE | $3,938 | $3,869+1.8% | $5,057-22.1% | $4,296-8.3% |
| Admin fee / account holder | $4,143 | $6,566-36.9% | $8,355-50.4% | $6,918-40.1% |