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 | $38,916 | $60,124-35.3% | $90,404-57.0% | $79,858-51.3% |
| Participation rate | 75.7% | 65.0%+10.7pp | 72.7%+3.0pp | 69.6%+6.0pp |
| Annual return | 5.67% | 71.94%-66.3pp | 1293.02%-1287.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $740 | $2,068-64.2% | $3,262-77.3% | $2,471-70.1% |
| Participant deferral / active EE | $2,855 | $2,938-2.8% | $3,963-28.0% | $3,740-23.7% |
| Admin fee / account holder | $2,736 | $3,976-31.2% | $5,611-51.2% | $5,306-48.4% |