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 | $90,165 | $109,359-17.6% | $162,163-44.4% | $72,985+23.5% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 12.69% | 25.46%-12.8pp | 115.59%-102.9pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,269 | $3,907-41.9% | $5,614-59.6% | $2,440-7.0% |
| Participant deferral / active EE | $5,812 | $5,481+6.0% | $7,298-20.4% | $3,607+61.1% |
| Admin fee / account holder | $20,383 | $7,972+155.7% | $10,843+88.0% | $5,124+297.8% |