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 | $75,739 | $65,685+15.3% | $57,179+32.5% | $273,961-72.4% |
| Participation rate | 86.4% | 78.3%+8.0pp | 75.3%+11.0pp | 83.0%+3.3pp |
| Annual return | 0.85% | 21.99%-21.1pp | 14.59%-13.7pp | 41.45%-40.6pp |
| Employer contribution / active EE | $5,174 | $3,279+57.8% | $2,682+92.9% | $4,869+6.3% |
| Participant deferral / active EE | $5,337 | $3,782+41.1% | $3,096+72.4% | $5,287+0.9% |
| Admin fee / account holder | $4,901 | $4,835+1.4% | $3,139+56.1% | $10,132-51.6% |