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 | $42,515 | $72,277-41.2% | $101,248-58.0% | $79,858-46.8% |
| Participation rate | 74.4% | 68.5%+6.0pp | 75.8%-1.4pp | 69.6%+4.8pp |
| Annual return | 9.50% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $752 | $2,692-72.1% | $3,660-79.5% | $2,471-69.6% |
| Participant deferral / active EE | $2,484 | $3,282-24.3% | $4,370-43.2% | $3,740-33.6% |
| Admin fee / account holder | $2,916 | $4,400-33.7% | $5,945-51.0% | $5,306-45.0% |