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 | $27,272 | $81,248-66.4% | $155,509-82.5% | $80,856-66.3% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 10.15% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,227 | $3,100-60.4% | $4,672-73.7% | $2,755-55.5% |
| Participant deferral / active EE | $1,819 | $3,452-47.3% | $5,626-67.7% | $4,296-57.7% |
| Admin fee / account holder | $2,837 | $7,997-64.5% | $15,912-82.2% | $6,918-59.0% |