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 9-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 | $30,874 | $86,929-64.5% | $102,423-69.9% | $80,856-61.8% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 7.94% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $6,188 | $2,369+161.2% | $3,023+104.7% | $2,755+124.6% |
| Participant deferral / active EE | $3,307 | $4,118-19.7% | $5,053-34.6% | $4,296-23.0% |
| Admin fee / account holder | $4,193 | $8,049-47.9% | $9,451-55.6% | $6,918-39.4% |