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 | $88,233 | $96,484-8.6% | $75,886+16.3% | $152,861-42.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.48% | 33.98%-33.5pp | 30.76%-30.3pp | 345.32%-344.8pp |
| Employer contribution / active EE | $8,166 | $3,309+146.8% | $2,500+226.6% | $4,762+71.5% |
| Participant deferral / active EE | $3,786 | $4,553-16.9% | $3,603+5.1% | $5,850-35.3% |
| Admin fee / account holder | $11,685 | $8,078+44.6% | $5,418+115.6% | $11,596+0.8% |