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 6-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 | $50,238 | $95,803-47.6% | $113,168-55.6% | $84,808-40.8% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 11.80% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,157 | $2,360+33.8% | $2,975+6.1% | $2,631+20.0% |
| Participant deferral / active EE | $3,814 | $4,242-10.1% | $5,107-25.3% | $4,212-9.4% |
| Admin fee / account holder | $3,473 | $8,989-61.4% | $12,068-71.2% | $7,344-52.7% |