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 | $26,102 | $58,627-55.5% | $76,735-66.0% | $82,448-68.3% |
| Participation rate | 76.7% | 63.2%+13.5pp | 69.5%+7.2pp | 68.1%+8.7pp |
| Annual return | 11.73% | 39.10%-27.4pp | 29.77%-18.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,627 | $1,729-5.9% | $2,454-33.7% | $2,551-36.2% |
| Participant deferral / active EE | $2,401 | $3,134-23.4% | $4,088-41.3% | $4,139-42.0% |
| Admin fee / account holder | $3,264 | $5,323-38.7% | $7,189-54.6% | $7,234-54.9% |