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 6-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 | $94,226 | $98,750-4.6% | $149,696-37.1% | $79,858+18.0% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.4pp |
| Annual return | 9.64% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,768 | $3,216-45.0% | $4,644-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $5,567 | $5,680-2.0% | $6,842-18.6% | $3,740+48.8% |
| Admin fee / account holder | $4,181 | $6,053-30.9% | $9,309-55.1% | $5,306-21.2% |