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 9-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 | $93,329 | $54,762+70.4% | $90,281+3.4% | $72,985+27.9% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 7.36% | 30.63%-23.3pp | 78.10%-70.7pp | 81.00%-73.6pp |
| Employer contribution / active EE | $12,959 | $2,092+519.3% | $2,854+354.0% | $2,440+431.1% |
| Participant deferral / active EE | $6,838 | $2,887+136.9% | $3,885+76.0% | $3,607+89.6% |
| Admin fee / account holder | $1,167 | $3,972-70.6% | $5,351-78.2% | $5,124-77.2% |