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 7-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 | $22,833 | $58,523-61.0% | $99,443-77.0% | $72,985-68.7% |
| Participation rate | 87.0% | 64.6%+22.3pp | 73.8%+13.1pp | 69.5%+17.5pp |
| Annual return | 11.05% | 28.51%-17.5pp | 30.72%-19.7pp | 81.00%-70.0pp |
| Employer contribution / active EE | $1,343 | $1,512-11.2% | $2,540-47.1% | $2,440-45.0% |
| Participant deferral / active EE | $2,688 | $2,606+3.2% | $3,619-25.7% | $3,607-25.5% |
| Admin fee / account holder | $406 | $4,102-90.1% | $6,250-93.5% | $5,124-92.1% |