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 8-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 | $82,618 | $65,376+26.4% | $87,100-5.1% | $65,185+26.7% |
| Participation rate | 91.2% | 75.3%+15.8pp | 76.9%+14.3pp | 70.2%+21.0pp |
| Annual return | 16.87% | 31.27%-14.4pp | 28.19%-11.3pp | 29.38%-12.5pp |
| Employer contribution / active EE | $2,184 | $1,822+19.8% | $2,521-13.4% | $2,177+0.3% |
| Participant deferral / active EE | $4,044 | $3,388+19.4% | $4,049-0.1% | $3,514+15.1% |
| Admin fee / account holder | $3,579 | $520+588.5% | $7,497-52.3% | $847+322.5% |