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 | $78,967 | $51,638+52.9% | $68,368+15.5% | $82,448-4.2% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 8.64% | 37.53%-28.9pp | 292.57%-283.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $2,096 | $2,047+2.4% | $2,649-20.9% | $2,551-17.8% |
| Participant deferral / active EE | $2,638 | $2,914-9.4% | $4,123-36.0% | $4,139-36.3% |
| Admin fee / account holder | $8,574 | $4,643+84.6% | $5,150+66.5% | $7,234+18.5% |