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 | $130,740 | $78,672+66.2% | $109,143+19.8% | $85,850+52.3% |
| Participation rate | 70.5% | 68.3%+2.2pp | 75.9%-5.4pp | 69.3%+1.1pp |
| Annual return | 7.94% | 25.09%-17.2pp | 25.75%-17.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $2,154 | $2,735-21.2% | $3,722-42.1% | $2,565-16.0% |
| Participant deferral / active EE | $5,756 | $3,467+66.0% | $4,653+23.7% | $3,952+45.7% |
| Admin fee / account holder | $20,163 | $5,469+268.7% | $6,752+198.6% | $6,260+222.1% |