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 | $44,629 | $74,927-40.4% | $101,794-56.2% | $84,808-47.4% |
| Participation rate | 84.4% | 61.4%+23.0pp | 69.2%+15.2pp | 68.3%+16.1pp |
| Annual return | 10.36% | 18.70%-8.3pp | 30.53%-20.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,428 | $1,522+191.0% | $2,289+93.5% | $2,631+68.3% |
| Participant deferral / active EE | $2,641 | $3,099-14.8% | $4,084-35.3% | $4,212-37.3% |
| Admin fee / account holder | $4,851 | $6,514-25.5% | $8,777-44.7% | $7,344-33.9% |