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 | $25,320 | $109,881-77.0% | $150,045-83.1% | $84,808-70.1% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 13.88% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,513 | $3,561-57.5% | $4,693-67.8% | $2,631-42.5% |
| Participant deferral / active EE | $2,770 | $6,636-58.3% | $7,997-65.4% | $4,212-34.2% |
| Admin fee / account holder | $1,524 | $8,568-82.2% | $13,435-88.7% | $7,344-79.3% |