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 | $90,462 | $47,944+88.7% | $67,834+33.4% | $62,891+43.8% |
| Participation rate | 72.0% | 61.1%+10.9pp | 68.8%+3.2pp | 69.3%+2.7pp |
| Annual return | -3.09% | 11.77%-14.9pp | 138.47%-141.6pp | 20.14%-23.2pp |
| Employer contribution / active EE | $840 | $1,562-46.2% | $2,403-65.0% | $2,281-63.2% |
| Participant deferral / active EE | $4,830 | $2,247+115.0% | $3,160+52.9% | $3,203+50.8% |
| Admin fee / account holder | $7,768 | $3,712+109.3% | $4,622+68.1% | $4,296+80.8% |