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 | $124,382 | $81,248+53.1% | $155,509-20.0% | $80,856+53.8% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 9.79% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,621 | $3,100-15.5% | $4,672-43.9% | $2,755-4.9% |
| Participant deferral / active EE | $9,929 | $3,452+187.7% | $5,626+76.5% | $4,296+131.1% |
| Admin fee / account holder | $15,551 | $7,997+94.5% | $15,912-2.3% | $6,918+124.8% |