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 6-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 | $38,234 | $86,929-56.0% | $102,423-62.7% | $80,856-52.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 6.76% | 18.88%-12.1pp | 29.32%-22.6pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,909 | $2,369-19.4% | $3,023-36.9% | $2,755-30.7% |
| Participant deferral / active EE | $1,982 | $4,118-51.9% | $5,053-60.8% | $4,296-53.9% |
| Admin fee / account holder | $13,690 | $8,049+70.1% | $9,451+44.9% | $6,918+97.9% |