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 | $54,705+44.4% | $71,209+10.9% | $84,808-6.9% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 8.64% | 35.90%-27.3pp | 282.51%-273.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,096 | $2,158-2.9% | $2,721-23.0% | $2,631-20.3% |
| Participant deferral / active EE | $2,638 | $3,030-12.9% | $4,175-36.8% | $4,212-37.4% |
| Admin fee / account holder | $8,574 | $4,863+76.3% | $5,349+60.3% | $7,344+16.7% |