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 3-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 | $36,891 | $80,968-54.4% | $96,544-61.8% | $75,163-50.9% |
| Participation rate | 81.8% | 71.8%+10.1pp | 76.0%+5.9pp | 67.2%+14.6pp |
| Annual return | 4.27% | 27.06%-22.8pp | 25.84%-21.6pp | 160.62%-156.3pp |
| Employer contribution / active EE | $1,937 | $2,282-15.1% | $2,965-34.7% | $2,670-27.5% |
| Participant deferral / active EE | $3,460 | $3,928-11.9% | $4,851-28.7% | $4,125-16.1% |
| Admin fee / account holder | $17,756 | $6,724+164.1% | $8,252+115.2% | $5,651+214.2% |