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 | $36,816 | $76,552-51.9% | $123,892-70.3% | $62,891-41.5% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | -4.36% | 18.68%-23.0pp | 47.52%-51.9pp | 20.14%-24.5pp |
| Employer contribution / active EE | $1,680 | $2,883-41.7% | $4,617-63.6% | $2,281-26.3% |
| Participant deferral / active EE | $3,114 | $4,840-35.7% | $5,984-48.0% | $3,203-2.8% |
| Admin fee / account holder | $4,650 | $4,826-3.6% | $8,357-44.4% | $4,296+8.3% |