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 | $89,358 | $78,705+13.5% | $117,854-24.2% | $70,131+27.4% |
| Participation rate | 95.0% | 73.2%+21.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 12.33% | 23.30%-11.0pp | 335.08%-322.8pp | 73.14%-60.8pp |
| Employer contribution / active EE | $826 | $2,223-62.8% | $3,786-78.2% | $2,342-64.7% |
| Participant deferral / active EE | $4,826 | $3,297+46.4% | $4,482+7.7% | $3,332+44.9% |
| Admin fee / account holder | $8,783 | $5,065+73.4% | $8,020+9.5% | $4,645+89.1% |