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 4-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 | $35,895 | $81,460-55.9% | $103,333-65.3% | $80,856-55.6% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 8.88% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $6,013 | $3,105+93.7% | $3,868+55.5% | $2,755+118.3% |
| Participant deferral / active EE | $2,294 | $3,869-40.7% | $5,057-54.6% | $4,296-46.6% |
| Admin fee / account holder | $1,580 | $6,566-75.9% | $8,355-81.1% | $6,918-77.2% |