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 | $20,426 | $73,933-72.4% | $96,683-78.9% | $75,163-72.8% |
| Participation rate | 92.4% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 9.98% | 26.70%-16.7pp | 35.69%-25.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $2,174 | $2,928-25.7% | $3,737-41.8% | $2,670-18.6% |
| Participant deferral / active EE | $1,716 | $3,659-53.1% | $4,878-64.8% | $4,125-58.4% |
| Admin fee / account holder | $1,699 | $5,216-67.4% | $6,730-74.8% | $5,651-69.9% |