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 7-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 | $45,932 | $86,286-46.8% | $111,297-58.7% | $85,850-46.5% |
| Participation rate | 87.1% | 73.3%+13.8pp | 77.3%+9.8pp | 69.3%+17.8pp |
| Annual return | 8.66% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $1,993 | $2,043-2.5% | $2,731-27.0% | $2,565-22.3% |
| Participant deferral / active EE | $3,662 | $3,641+0.6% | $4,487-18.4% | $3,952-7.3% |
| Admin fee / account holder | $8,312 | $8,188+1.5% | $7,964+4.4% | $6,260+32.8% |