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 7-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 | $39,764 | $72,277-45.0% | $101,248-60.7% | $79,858-50.2% |
| Participation rate | 76.8% | 68.5%+8.4pp | 75.8%+1.0pp | 69.6%+7.2pp |
| Annual return | 8.14% | 22.30%-14.2pp | 46.47%-38.3pp | 31.71%-23.6pp |
| Employer contribution / active EE | $2,472 | $2,692-8.2% | $3,660-32.4% | $2,471+0.1% |
| Participant deferral / active EE | $2,871 | $3,282-12.5% | $4,370-34.3% | $3,740-23.2% |
| Admin fee / account holder | $9,944 | $4,400+126.0% | $5,945+67.3% | $5,306+87.4% |