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 6-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 | $46,555 | $91,190-48.9% | $178,490-73.9% | $79,858-41.7% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 4.43% | 24.19%-19.8pp | 151.07%-146.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $2,361 | $3,256-27.5% | $5,011-52.9% | $2,471-4.5% |
| Participant deferral / active EE | $4,622 | $3,236+42.8% | $5,202-11.1% | $3,740+23.6% |
| Admin fee / account holder | $530 | $6,751-92.2% | $13,984-96.2% | $5,306-90.0% |