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 | $41,762 | $76,407-45.3% | $150,298-72.2% | $82,448-49.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.32% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,055 | $2,614-59.7% | $4,154-74.6% | $2,551-58.7% |
| Participant deferral / active EE | $2,013 | $3,214-37.4% | $5,453-63.1% | $4,139-51.4% |
| Admin fee / account holder | $6,868 | $6,352+8.1% | $14,116-51.3% | $7,234-5.1% |