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 8-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 | $46,257 | $93,571-50.6% | $135,903-66.0% | $75,163-38.5% |
| Participation rate | 87.4% | 75.2%+12.2pp | 81.9%+5.4pp | 67.2%+20.2pp |
| Annual return | 13.82% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,163 | $3,537-38.8% | $4,856-55.5% | $2,670-19.0% |
| Participant deferral / active EE | $3,811 | $6,404-40.5% | $7,758-50.9% | $4,125-7.6% |
| Admin fee / account holder | $337 | $6,975-95.2% | $10,762-96.9% | $5,651-94.0% |