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 | $127,762 | $60,349+111.7% | $74,183+72.2% | $62,891+103.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.27% | 21.37%-17.1pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,174 | $1,680-30.1% | $2,370-50.5% | $2,281-48.5% |
| Participant deferral / active EE | $2,372 | $2,856-16.9% | $3,550-33.2% | $3,203-25.9% |
| Admin fee / account holder | $4,800 | $4,261+12.6% | $5,586-14.1% | $4,296+11.7% |