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 | $82,177 | $72,492+13.4% | $87,100-5.7% | $72,985+12.6% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 2.42% | 24.46%-22.0pp | 28.19%-25.8pp | 81.00%-78.6pp |
| Employer contribution / active EE | $2,408 | $1,894+27.1% | $2,521-4.5% | $2,440-1.3% |
| Participant deferral / active EE | $8,460 | $3,270+158.7% | $4,049+109.0% | $3,607+134.5% |
| Admin fee / account holder | $15,000 | $5,055+196.7% | $7,497+100.1% | $5,124+192.7% |