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 | $96,511 | $83,477+15.6% | $125,175-22.9% | $72,985+32.2% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 3.99% | 25.78%-21.8pp | 43.79%-39.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $7,933 | $2,345+238.3% | $3,865+105.2% | $2,440+225.1% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,408 | $5,517-74.5% | $9,702-85.5% | $5,124-72.5% |