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 | $30,921 | $45,035-31.3% | $62,995-50.9% | $70,131-55.9% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.3pp | 69.5%+27.5pp |
| Annual return | 10.82% | 18.76%-7.9pp | 87.57%-76.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,046 | $2,051+48.5% | $2,759+10.4% | $2,342+30.0% |
| Participant deferral / active EE | $2,353 | $2,465-4.5% | $3,329-29.3% | $3,332-29.4% |
| Admin fee / account holder | $3,573 | $2,834+26.0% | $3,600-0.8% | $4,645-23.1% |