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 | $83,698 | $76,407+9.5% | $150,298-44.3% | $82,448+1.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.89% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $3,561 | $2,614+36.2% | $4,154-14.3% | $2,551+39.6% |
| Participant deferral / active EE | $4,217 | $3,214+31.2% | $5,453-22.7% | $4,139+1.9% |
| Admin fee / account holder | $1,225 | $6,352-80.7% | $14,116-91.3% | $7,234-83.1% |