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 | $45,788 | $34,308+33.5% | $74,701-38.7% | $72,985-37.3% |
| Participation rate | 83.9% | 42.4%+41.5pp | 54.5%+29.5pp | 69.5%+14.4pp |
| Annual return | 14.35% | 26.58%-12.2pp | 752.92%-738.6pp | 81.00%-66.7pp |
| Employer contribution / active EE | $914 | $692+32.1% | $1,084-15.7% | $2,440-62.6% |
| Participant deferral / active EE | $3,280 | $1,271+158.0% | $1,964+67.0% | $3,607-9.1% |
| Admin fee / account holder | $7,346 | $2,124+245.9% | $3,333+120.4% | $5,124+43.4% |