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 | $107,813 | $67,606+59.5% | $82,313+31.0% | $70,131+53.7% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 8.60% | 21.57%-13.0pp | 25.88%-17.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $587 | $1,755-66.5% | $2,428-75.8% | $2,342-74.9% |
| Participant deferral / active EE | $3,186 | $2,987+6.7% | $3,706-14.0% | $3,332-4.4% |
| Admin fee / account holder | $13,247 | $4,512+193.6% | $5,608+136.2% | $4,645+185.2% |