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 | $30,685 | $94,338-67.5% | $100,534-69.5% | $142,382-78.4% |
| Participation rate | 89.5% | 81.7%+7.7pp | 80.6%+8.9pp | 80.1%+9.4pp |
| Annual return | 2.91% | 29.20%-26.3pp | 32.66%-29.7pp | 217.08%-214.2pp |
| Employer contribution / active EE | $2,326 | $4,237-45.1% | $4,346-46.5% | $4,299-45.9% |
| Participant deferral / active EE | $4,603 | $5,934-22.4% | $6,144-25.1% | $6,507-29.3% |
| Admin fee / account holder | $300 | $8,421-96.4% | $7,654-96.1% | $12,624-97.6% |