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 | $43,863 | $58,851-25.5% | $115,157-61.9% | $72,985-39.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 8.28% | 23.16%-14.9pp | 35.60%-27.3pp | 81.00%-72.7pp |
| Employer contribution / active EE | $1,446 | $1,798-19.5% | $3,179-54.5% | $2,440-40.7% |
| Participant deferral / active EE | $2,578 | $2,643-2.5% | $4,168-38.2% | $3,607-28.5% |
| Admin fee / account holder | $420 | $6,370-93.4% | $7,088-94.1% | $5,124-91.8% |