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 | $72,003 | $78,926-8.8% | $136,749-47.3% | $84,808-15.1% |
| Participation rate | 92.0% | 62.2%+29.8pp | 72.1%+19.9pp | 68.3%+23.7pp |
| Annual return | 11.88% | 18.17%-6.3pp | 24.33%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,484 | $2,134+110.1% | $3,400+31.9% | $2,631+70.4% |
| Participant deferral / active EE | $2,888 | $3,168-8.9% | $4,692-38.5% | $4,212-31.4% |
| Admin fee / account holder | $1,178 | $6,369-81.5% | $11,386-89.7% | $7,344-84.0% |