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 | $44,780 | $77,503-42.2% | $100,391-55.4% | $80,856-44.6% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.6%+29.7pp |
| Annual return | 11.89% | 37.20%-25.3pp | 49.20%-37.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,435 | $2,801-13.1% | $3,942-38.2% | $2,755-11.6% |
| Participant deferral / active EE | $5,523 | $6,820-19.0% | $8,082-31.7% | $4,296+28.6% |
| Admin fee / account holder | $936 | $5,897-84.1% | $7,899-88.1% | $6,918-86.5% |