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 | $48,232 | $127,065-62.0% | $113,168-57.4% | $142,382-66.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 8.44% | 24.03%-15.6pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,041 | $3,442-69.7% | $2,975-65.0% | $4,299-75.8% |
| Participant deferral / active EE | $2,694 | $5,716-52.9% | $5,107-47.2% | $6,507-58.6% |
| Admin fee / account holder | $40,918 | $15,736+160.0% | $12,068+239.1% | $12,624+224.1% |