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 | $93,699 | $39,122+139.5% | $57,179+63.9% | $62,891+49.0% |
| Participation rate | 97.8% | 70.5%+27.3pp | 75.3%+22.5pp | 69.3%+28.5pp |
| Annual return | 0.38% | 9.23%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $3,890 | $1,874+107.6% | $2,682+45.0% | $2,281+70.6% |
| Participant deferral / active EE | $2,741 | $2,374+15.5% | $3,096-11.5% | $3,203-14.4% |
| Admin fee / account holder | $517 | $2,592-80.1% | $3,139-83.5% | $4,296-88.0% |