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 | $52,303 | $95,416-45.2% | $185,823-71.9% | $85,850-39.1% |
| Participation rate | 79.3% | 68.8%+10.5pp | 81.7%-2.4pp | 69.3%+10.0pp |
| Annual return | 11.23% | 23.59%-12.4pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,790 | $3,314-15.8% | $5,167-46.0% | $2,565+8.8% |
| Participant deferral / active EE | $3,106 | $3,423-9.3% | $5,568-44.2% | $3,952-21.4% |
| Admin fee / account holder | $5,191 | $7,213-28.0% | $16,237-68.0% | $6,260-17.1% |