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 4-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 | $31,955 | $101,724-68.6% | $164,813-80.6% | $80,856-60.5% |
| Participation rate | 89.4% | 71.8%+17.6pp | 78.6%+10.8pp | 67.6%+21.8pp |
| Annual return | 9.08% | 16.72%-7.6pp | 69.93%-60.9pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,841 | $2,953-3.8% | $4,341-34.6% | $2,755+3.1% |
| Participant deferral / active EE | $4,923 | $4,477+10.0% | $6,031-18.4% | $4,296+14.6% |
| Admin fee / account holder | $4,641 | $8,227-43.6% | $12,690-63.4% | $6,918-32.9% |