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 | $148,982 | $125,758+18.5% | $169,993-12.4% | $75,163+98.2% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 6.68% | 27.20%-20.5pp | 53.37%-46.7pp | 160.62%-153.9pp |
| Employer contribution / active EE | $3,061 | $4,615-33.7% | $6,785-54.9% | $2,670+14.7% |
| Participant deferral / active EE | $7,968 | $6,837+16.5% | $10,408-23.4% | $4,125+93.2% |
| Admin fee / account holder | $6,528 | $8,173-20.1% | $12,815-49.1% | $5,651+15.5% |