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 | $33,890 | $49,922-32.1% | $80,569-57.9% | $75,163-54.9% |
| Participation rate | 72.0% | 55.3%+16.7pp | 67.0%+5.0pp | 67.2%+4.8pp |
| Annual return | 14.12% | 34.69%-20.6pp | 935.43%-921.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,331 | $1,698-21.6% | $2,723-51.1% | $2,670-50.1% |
| Participant deferral / active EE | $3,669 | $2,990+22.7% | $4,447-17.5% | $4,125-11.1% |
| Admin fee / account holder | $3,369 | $3,577-5.8% | $5,377-37.4% | $5,651-40.4% |