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 | $35,245 | $39,122-9.9% | $57,179-38.4% | $62,891-44.0% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 0.59% | 9.23%-8.6pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $1,286 | $1,874-31.4% | $2,682-52.1% | $2,281-43.6% |
| Participant deferral / active EE | $1,773 | $2,374-25.3% | $3,096-42.7% | $3,203-44.6% |
| Admin fee / account holder | $1,310 | $2,592-49.5% | $3,139-58.3% | $4,296-69.5% |