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 | $138,900 | $84,233+64.9% | $170,442-18.5% | $70,131+98.1% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 11.38% | 23.06%-11.7pp | 205.93%-194.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $5,483 | $3,387+61.9% | $5,433+0.9% | $2,342+134.1% |
| Participant deferral / active EE | $5,055 | $3,086+63.8% | $4,939+2.3% | $3,332+51.7% |
| Admin fee / account holder | $2,875 | $5,698-49.6% | $13,880-79.3% | $4,645-38.1% |