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 | $146,797 | $77,634+89.1% | $156,549-6.2% | $62,891+133.4% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 0.96% | 50.32%-49.4pp | 32.23%-31.3pp | 20.14%-19.2pp |
| Employer contribution / active EE | $2,401 | $3,444-30.3% | $5,501-56.3% | $2,281+5.3% |
| Participant deferral / active EE | $4,892 | $3,045+60.6% | $4,871+0.4% | $3,203+52.7% |
| Admin fee / account holder | $2,391 | $5,561-57.0% | $13,027-81.6% | $4,296-44.3% |