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 | $45,657 | $86,929-47.5% | $102,423-55.4% | $80,856-43.5% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.6%+24.8pp |
| Annual return | 10.12% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,718 | $2,369-27.5% | $3,023-43.2% | $2,755-37.6% |
| Participant deferral / active EE | $4,906 | $4,118+19.1% | $5,053-2.9% | $4,296+14.2% |
| Admin fee / account holder | $2,346 | $8,049-70.9% | $9,451-75.2% | $6,918-66.1% |