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 | $181,498 | $117,381+54.6% | $99,443+82.5% | $152,861+18.7% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 2.96% | 31.87%-28.9pp | 30.72%-27.8pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,409 | $3,013-20.0% | $2,540-5.1% | $4,762-49.4% |
| Participant deferral / active EE | $8,579 | $4,086+110.0% | $3,619+137.1% | $5,850+46.6% |
| Admin fee / account holder | $3,252 | $7,631-57.4% | $6,250-48.0% | $11,596-72.0% |