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 | $82,673 | $81,460+1.5% | $103,333-20.0% | $80,856+2.2% |
| Participation rate | 95.3% | 66.8%+28.5pp | 74.5%+20.8pp | 67.6%+27.7pp |
| Annual return | 9.49% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,515 | $3,105+13.2% | $3,868-9.1% | $2,755+27.6% |
| Participant deferral / active EE | $7,102 | $3,869+83.6% | $5,057+40.4% | $4,296+65.3% |
| Admin fee / account holder | $22,340 | $6,566+240.2% | $8,355+167.4% | $6,918+222.9% |