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 8-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 | $25,703 | $102,317-74.9% | $146,958-82.5% | $80,856-68.2% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 11.73% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,938 | $3,713-47.8% | $4,933-60.7% | $2,755-29.7% |
| Participant deferral / active EE | $3,598 | $6,644-45.8% | $8,070-55.4% | $4,296-16.2% |
| Admin fee / account holder | $9,137 | $7,941+15.1% | $12,998-29.7% | $6,918+32.1% |