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 3-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 | $48,723 | $24,730+97.0% | $66,042-26.2% | $84,808-42.5% |
| Participation rate | 84.2% | 68.1%+16.1pp | 67.5%+16.7pp | 68.3%+15.9pp |
| Annual return | 12.12% | 79.55%-67.4pp | 52.11%-40.0pp | 40.90%-28.8pp |
| Employer contribution / active EE | $816 | $857-4.8% | $1,579-48.4% | $2,631-69.0% |
| Participant deferral / active EE | $2,700 | $1,737+55.4% | $2,835-4.8% | $4,212-35.9% |
| Admin fee / account holder | $7,530 | $3,014+149.8% | $5,747+31.0% | $7,344+2.5% |