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 | $96,042 | $88,672+8.3% | $105,223-8.7% | $82,448+16.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.00% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,623 | $3,048+18.9% | $3,689-1.8% | $2,551+42.0% |
| Participant deferral / active EE | $7,438 | $4,036+84.3% | $5,072+46.7% | $4,139+79.7% |
| Admin fee / account holder | $3,933 | $7,146-45.0% | $8,859-55.6% | $7,234-45.6% |