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 | $38,123 | $109,881-65.3% | $150,045-74.6% | $84,808-55.0% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 9.21% | 28.25%-19.0pp | 62.55%-53.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,018 | $3,561-71.4% | $4,693-78.3% | $2,631-61.3% |
| Participant deferral / active EE | $4,518 | $6,636-31.9% | $7,997-43.5% | $4,212+7.3% |
| Admin fee / account holder | $12,573 | $8,568+46.7% | $13,435-6.4% | $7,344+71.2% |