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 | $37,235 | $106,749-65.1% | $145,433-74.4% | $82,448-54.8% |
| Participation rate | 95.6% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 13.15% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,373 | $3,444-31.1% | $4,554-47.9% | $2,551-7.0% |
| Participant deferral / active EE | $4,724 | $6,519-27.5% | $7,897-40.2% | $4,139+14.1% |
| Admin fee / account holder | $2,261 | $8,390-73.1% | $13,129-82.8% | $7,234-68.8% |