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 | $94,758 | $51,175+85.2% | $70,515+34.4% | $75,163+26.1% |
| Participation rate | 76.3% | 60.9%+15.3pp | 68.3%+7.9pp | 67.2%+9.1pp |
| Annual return | 12.94% | 30.02%-17.1pp | 32.77%-19.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,503 | $2,849+22.9% | $4,567-23.3% | $4,125-15.1% |
| Admin fee / account holder | $7,352 | $4,091+79.7% | $6,412+14.7% | $5,651+30.1% |