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 8-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 | $50,977 | $73,787-30.9% | $98,716-48.4% | $82,448-38.2% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.3%+15.3pp | 68.1%+16.5pp |
| Annual return | 11.89% | 18.57%-6.7pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,601 | $1,511+72.1% | $2,279+14.1% | $2,551+2.0% |
| Participant deferral / active EE | $6,926 | $3,081+124.8% | $4,048+71.1% | $4,139+67.3% |
| Admin fee / account holder | $10,219 | $6,500+57.2% | $8,703+17.4% | $7,234+41.3% |