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 | $123,237 | $102,317+20.4% | $146,958-16.1% | $80,856+52.4% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 9.64% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,642 | $3,713-1.9% | $4,933-26.2% | $2,755+32.2% |
| Participant deferral / active EE | $8,024 | $6,644+20.8% | $8,070-0.6% | $4,296+86.8% |
| Admin fee / account holder | $19,727 | $7,941+148.4% | $12,998+51.8% | $6,918+185.2% |