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 6-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 | $89,675 | $77,899+15.1% | $149,673-40.1% | $75,163+19.3% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 7.33% | 31.72%-24.4pp | 134.42%-127.1pp | 160.62%-153.3pp |
| Employer contribution / active EE | $2,192 | $3,137-30.1% | $4,818-54.5% | $2,670-17.9% |
| Participant deferral / active EE | $5,037 | $3,411+47.7% | $5,680-11.3% | $4,125+22.1% |
| Admin fee / account holder | $15,440 | $5,956+159.2% | $13,210+16.9% | $5,651+173.2% |