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 | $38,042 | $65,365-41.8% | $92,893-59.0% | $72,985-47.9% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 2.64% | 42.10%-39.5pp | 109.41%-106.8pp | 81.00%-78.4pp |
| Employer contribution / active EE | $1,121 | $2,594-56.8% | $3,653-69.3% | $2,440-54.1% |
| Participant deferral / active EE | $3,409 | $3,128+9.0% | $4,236-19.5% | $3,607-5.5% |
| Admin fee / account holder | $4,798 | $4,251+12.9% | $5,794-17.2% | $5,124-6.4% |