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 7-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 | $74,778 | $86,929-14.0% | $102,423-27.0% | $80,856-7.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.16% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,987 | $2,369+26.0% | $3,023-1.2% | $2,755+8.4% |
| Participant deferral / active EE | $3,357 | $4,118-18.5% | $5,053-33.6% | $4,296-21.8% |
| Admin fee / account holder | $26,039 | $8,049+223.5% | $9,451+175.5% | $6,918+276.4% |