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 6-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 | $48,737 | $63,764-23.6% | $81,930-40.5% | $79,858-39.0% |
| Participation rate | 86.8% | 67.5%+19.3pp | 72.0%+14.8pp | 69.6%+17.1pp |
| Annual return | 6.27% | 22.66%-16.4pp | 29.49%-23.2pp | 31.71%-25.4pp |
| Employer contribution / active EE | $939 | $1,795-47.7% | $4,310-78.2% | $2,471-62.0% |
| Participant deferral / active EE | $2,414 | $2,780-13.2% | $7,107-66.0% | $3,740-35.5% |
| Admin fee / account holder | $21,455 | $4,426+384.7% | $5,158+316.0% | $5,306+304.3% |