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 7-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 | $82,857 | $86,929-4.7% | $102,423-19.1% | $80,856+2.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.19% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,528 | $2,369-35.5% | $3,023-49.5% | $2,755-44.5% |
| Participant deferral / active EE | $5,218 | $4,118+26.7% | $5,053+3.3% | $4,296+21.5% |
| Admin fee / account holder | $17,280 | $8,049+114.7% | $9,451+82.8% | $6,918+149.8% |