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 7-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 | $79,383 | $109,881-27.8% | $150,045-47.1% | $84,808-6.4% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 13.05% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,603 | $3,561-55.0% | $4,693-65.8% | $2,631-39.1% |
| Participant deferral / active EE | $2,790 | $6,636-58.0% | $7,997-65.1% | $4,212-33.8% |
| Admin fee / account holder | $12,259 | $8,568+43.1% | $13,435-8.8% | $7,344+66.9% |