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 | $57,695 | $54,705+5.5% | $71,209-19.0% | $84,808-32.0% |
| Participation rate | 81.5% | 64.1%+17.5pp | 73.8%+7.8pp | 68.3%+13.2pp |
| Annual return | 10.14% | 35.90%-25.8pp | 282.51%-272.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,386 | $2,158-35.8% | $2,721-49.1% | $2,631-47.3% |
| Participant deferral / active EE | $3,652 | $3,030+20.5% | $4,175-12.5% | $4,212-13.3% |
| Admin fee / account holder | $11,058 | $4,863+127.4% | $5,349+106.7% | $7,344+50.6% |