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 | $31,055 | $63,140-50.8% | $304,612-89.8% | $116,462-73.3% |
| Participation rate | 79.7% | 70.4%+9.3pp | 81.9%-2.2pp | 74.7%+5.0pp |
| Annual return | 10.94% | 15.04%-4.1pp | 329.91%-319.0pp | 15.65%-4.7pp |
| Employer contribution / active EE | $1,562 | $2,385-34.5% | $7,476-79.1% | $3,231-51.7% |
| Participant deferral / active EE | $2,542 | $2,741-7.3% | $5,388-52.8% | $3,836-33.7% |
| Admin fee / account holder | $4,969 | $7,583-34.5% | $12,962-61.7% | $12,754-61.0% |