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 | $39,071 | $77,899-49.8% | $149,673-73.9% | $75,163-48.0% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 7.13% | 31.72%-24.6pp | 134.42%-127.3pp | 160.62%-153.5pp |
| Employer contribution / active EE | $2,090 | $3,137-33.4% | $4,818-56.6% | $2,670-21.7% |
| Participant deferral / active EE | $3,363 | $3,411-1.4% | $5,680-40.8% | $4,125-18.5% |
| Admin fee / account holder | $4,757 | $5,956-20.1% | $13,210-64.0% | $5,651-15.8% |