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 7-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 | $98,908 | $78,422+26.1% | $95,952+3.1% | $79,858+23.9% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 9.58% | 19.37%-9.8pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $4,359 | $1,945+124.1% | $2,541+71.5% | $2,471+76.4% |
| Participant deferral / active EE | $3,235 | $3,440-5.9% | $4,167-22.4% | $3,740-13.5% |
| Admin fee / account holder | $2,413 | $5,622-57.1% | $6,795-64.5% | $5,306-54.5% |