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 | $30,200 | $63,355-52.3% | $91,989-67.2% | $72,985-58.6% |
| Participation rate | 95.7% | 72.5%+23.1pp | 78.6%+17.0pp | 69.5%+26.2pp |
| Annual return | 8.89% | 35.35%-26.5pp | 69.02%-60.1pp | 81.00%-72.1pp |
| Employer contribution / active EE | $1,601 | $2,116-24.3% | $3,452-53.6% | $2,440-34.4% |
| Participant deferral / active EE | $3,041 | $4,883-37.7% | $5,923-48.7% | $3,607-15.7% |
| Admin fee / account holder | $2,764 | $4,668-40.8% | $7,743-64.3% | $5,124-46.1% |