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 | $32,368 | $65,685-50.7% | $57,179-43.4% | $273,961-88.2% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 0.11% | 21.99%-21.9pp | 14.59%-14.5pp | 41.45%-41.3pp |
| Employer contribution / active EE | $2,329 | $3,279-29.0% | $2,682-13.2% | $4,869-52.2% |
| Participant deferral / active EE | $3,553 | $3,782-6.0% | $3,096+14.8% | $5,287-32.8% |
| Admin fee / account holder | $300 | $4,835-93.8% | $3,139-90.4% | $10,132-97.0% |