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 | $97,390 | $57,057+70.7% | $85,009+14.6% | $80,874+20.4% |
| Participation rate | 96.6% | 56.4%+40.2pp | 67.5%+29.0pp | 67.6%+28.9pp |
| Annual return | 8.83% | 21.66%-12.8pp | 66.47%-57.6pp | 35.62%-26.8pp |
| Employer contribution / active EE | $4,871 | $1,799+170.8% | $2,728+78.5% | $2,756+76.8% |
| Participant deferral / active EE | $11,239 | $3,112+261.2% | $4,522+148.6% | $4,297+161.6% |
| Admin fee / account holder | $70,858 | $4,986+1321.1% | $6,153+1051.7% | $6,935+921.7% |