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 | $74,426 | $45,035+65.3% | $62,995+18.1% | $70,131+6.1% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 9.57% | 18.76%-9.2pp | 87.57%-78.0pp | 73.14%-63.6pp |
| Employer contribution / active EE | $5,845 | $2,051+185.0% | $2,759+111.9% | $2,342+149.5% |
| Participant deferral / active EE | $4,245 | $2,465+72.2% | $3,329+27.5% | $3,332+27.4% |
| Admin fee / account holder | $5,156 | $2,834+81.9% | $3,600+43.2% | $4,645+11.0% |