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 | $46,565 | $49,227-5.4% | $70,449-33.9% | $79,858-41.7% |
| Participation rate | 93.5% | 69.2%+24.3pp | 75.1%+18.4pp | 69.6%+23.8pp |
| Annual return | 2.52% | 30.06%-27.5pp | 109.03%-106.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $7,174 | $2,099+241.8% | $2,737+162.1% | $2,471+190.3% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,442 | $2,878+193.3% | $3,845+119.5% | $5,306+59.1% |