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 | $79,988 | $45,035+77.6% | $62,995+27.0% | $70,131+14.1% |
| Participation rate | 97.6% | 69.5%+28.0pp | 74.8%+22.8pp | 69.5%+28.0pp |
| Annual return | 10.20% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,850 | $2,051-9.8% | $2,759-32.9% | $2,342-21.0% |
| Participant deferral / active EE | $2,475 | $2,465+0.4% | $3,329-25.7% | $3,332-25.7% |
| Admin fee / account holder | $2,776 | $2,834-2.1% | $3,600-22.9% | $4,645-40.2% |