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 | $37,925 | $57,065-33.5% | $75,670-49.9% | $70,131-45.9% |
| Participation rate | 81.8% | 68.1%+13.7pp | 72.3%+9.5pp | 69.5%+12.3pp |
| Annual return | 5.70% | 23.57%-17.9pp | 27.34%-21.6pp | 73.14%-67.4pp |
| Employer contribution / active EE | $1,766 | $1,817-2.8% | $2,352-24.9% | $2,342-24.6% |
| Participant deferral / active EE | $1,460 | $2,580-43.4% | $3,142-53.5% | $3,332-56.2% |
| Admin fee / account holder | $4,224 | $3,825+10.4% | $5,800-27.2% | $4,645-9.1% |