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 | $60,125 | $46,553+29.2% | $64,056-6.1% | $75,163-20.0% |
| Participation rate | 81.6% | 65.9%+15.7pp | 72.3%+9.3pp | 67.2%+14.4pp |
| Annual return | 8.50% | 26.03%-17.5pp | 33.69%-25.2pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,797 | $1,974-9.0% | $2,747-34.6% | $2,670-32.7% |
| Participant deferral / active EE | $3,154 | $2,837+11.2% | $3,880-18.7% | $4,125-23.5% |
| Admin fee / account holder | $14,450 | $2,952+389.5% | $3,068+371.0% | $5,651+155.7% |