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 | $83,947 | $45,035+86.4% | $62,995+33.3% | $70,131+19.7% |
| Participation rate | 97.4% | 69.5%+27.8pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 10.35% | 18.76%-8.4pp | 87.57%-77.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,502 | $2,051-26.8% | $2,759-45.5% | $2,342-35.9% |
| Participant deferral / active EE | $3,482 | $2,465+41.3% | $3,329+4.6% | $3,332+4.5% |
| Admin fee / account holder | $434 | $2,834-84.7% | $3,600-87.9% | $4,645-90.7% |