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 | $71,716 | $77,660-7.7% | $109,143-34.3% | $79,386-9.7% |
| Participation rate | 72.6% | 67.8%+4.8pp | 75.9%-3.3pp | 70.7%+1.9pp |
| Annual return | 11.12% | 23.44%-12.3pp | 25.75%-14.6pp | 116.85%-105.7pp |
| Employer contribution / active EE | $2,297 | $2,797-17.9% | $3,722-38.3% | $2,427-5.4% |
| Participant deferral / active EE | $4,946 | $3,518+40.6% | $4,653+6.3% | $4,046+22.2% |
| Admin fee / account holder | $1,915 | $732+161.5% | $6,752-71.6% | $626+205.6% |