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 | $26,650 | $68,719-61.2% | $91,541-70.9% | $84,808-68.6% |
| Participation rate | 84.4% | 64.5%+19.9pp | 69.8%+14.6pp | 68.3%+16.1pp |
| Annual return | 8.31% | 19.12%-10.8pp | 20.50%-12.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,894 | $1,920+50.7% | $2,505+15.5% | $2,631+10.0% |
| Participant deferral / active EE | $4,985 | $3,136+59.0% | $4,008+24.4% | $4,212+18.4% |
| Admin fee / account holder | $8,638 | $5,786+49.3% | $6,956+24.2% | $7,344+17.6% |