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 | $81,416 | $61,774+31.8% | $97,226-16.3% | $80,856+0.7% |
| Participation rate | 76.7% | 63.5%+13.2pp | 72.7%+4.0pp | 67.6%+9.0pp |
| Annual return | 9.33% | -557.90%+567.2pp | 75.13%-65.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,925 | $1,837+4.8% | $2,729-29.5% | $2,755-30.1% |
| Participant deferral / active EE | $4,762 | $3,029+57.2% | $4,264+11.7% | $4,296+10.8% |
| Admin fee / account holder | $1,761 | $5,166-65.9% | $5,654-68.9% | $6,918-74.5% |