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 | $78,306 | $78,422-0.1% | $95,952-18.4% | $79,858-1.9% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+3.9pp | 69.6%+11.3pp |
| Annual return | 9.51% | 19.37%-9.9pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $3,444 | $1,945+77.1% | $2,541+35.5% | $2,471+39.4% |
| Participant deferral / active EE | $5,624 | $3,440+63.5% | $4,167+35.0% | $3,740+50.4% |
| Admin fee / account holder | $12,456 | $5,622+121.6% | $6,795+83.3% | $5,306+134.7% |