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 4-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 | $89,682 | $78,926+13.6% | $136,749-34.4% | $84,808+5.7% |
| Participation rate | 74.4% | 62.2%+12.2pp | 72.1%+2.2pp | 68.3%+6.0pp |
| Annual return | 10.83% | 18.17%-7.3pp | 24.33%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $561 | $2,134-73.7% | $3,400-83.5% | $2,631-78.7% |
| Participant deferral / active EE | $7,527 | $3,168+137.6% | $4,692+60.4% | $4,212+78.7% |
| Admin fee / account holder | $23,557 | $6,369+269.9% | $11,386+106.9% | $7,344+220.8% |