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 | $84,894 | $45,073+88.3% | $69,455+22.2% | $72,985+16.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.4pp | 69.5%+27.6pp |
| Annual return | 2.00% | 22.65%-20.6pp | 28.97%-27.0pp | 81.00%-79.0pp |
| Employer contribution / active EE | $1,417 | $2,054-31.0% | $2,779-49.0% | $2,440-41.9% |
| Participant deferral / active EE | $1,701 | $2,602-34.6% | $3,535-51.9% | $3,607-52.8% |
| Admin fee / account holder | $10,215 | $3,056+234.3% | $3,839+166.1% | $5,124+99.3% |