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 | $74,666 | $52,953+41.0% | $172,739-56.8% | $65,185+14.5% |
| Participation rate | 82.9% | 66.2%+16.7pp | 82.6%+0.2pp | 70.2%+12.7pp |
| Annual return | 8.82% | 30.12%-21.3pp | 802.84%-794.0pp | 29.38%-20.6pp |
| Employer contribution / active EE | $5,531 | $2,190+152.6% | $5,143+7.5% | $2,177+154.1% |
| Participant deferral / active EE | $3,564 | $2,471+44.3% | $5,198-31.4% | $3,514+1.4% |
| Admin fee / account holder | $9,606 | $472+1935.6% | $13,954-31.2% | $847+1034.0% |