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 6-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 | $77,743 | $77,899-0.2% | $149,673-48.1% | $75,163+3.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.88% | 31.72%-20.8pp | 134.42%-123.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,189 | $3,137-30.2% | $4,818-54.6% | $2,670-18.0% |
| Participant deferral / active EE | $2,044 | $3,411-40.1% | $5,680-64.0% | $4,125-50.5% |
| Admin fee / account holder | $16,435 | $5,956+175.9% | $13,210+24.4% | $5,651+190.8% |