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 | $48,512 | $86,929-44.2% | $102,423-52.6% | $80,856-40.0% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.6%+20.2pp |
| Annual return | 9.71% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,036 | $2,369-56.3% | $3,023-65.7% | $2,755-62.4% |
| Participant deferral / active EE | $3,688 | $4,118-10.5% | $5,053-27.0% | $4,296-14.2% |
| Admin fee / account holder | $1,027 | $8,049-87.2% | $9,451-89.1% | $6,918-85.1% |