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 | $136,794 | $72,277+89.3% | $101,248+35.1% | $79,858+71.3% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.8%+22.1pp | 69.6%+28.2pp |
| Annual return | 3.07% | 22.30%-19.2pp | 46.47%-43.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $4,739 | $2,692+76.1% | $3,660+29.5% | $2,471+91.8% |
| Participant deferral / active EE | $9,892 | $3,282+201.4% | $4,370+126.4% | $3,740+164.5% |
| Admin fee / account holder | $16,583 | $4,400+276.9% | $5,945+178.9% | $5,306+212.5% |