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 5-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 | $27,285 | $74,927-63.6% | $101,794-73.2% | $84,808-67.8% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.2%+2.8pp | 68.3%+3.7pp |
| Annual return | 2.86% | 18.70%-15.8pp | 30.53%-27.7pp | 40.90%-38.0pp |
| Employer contribution / active EE | $1,680 | $1,522+10.4% | $2,289-26.6% | $2,631-36.1% |
| Participant deferral / active EE | $3,901 | $3,099+25.9% | $4,084-4.5% | $4,212-7.4% |
| Admin fee / account holder | $3,815 | $6,514-41.4% | $8,777-56.5% | $7,344-48.1% |