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 | $32,587 | $106,584-69.4% | $101,326-67.8% | $142,382-77.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 5.32% | 36.93%-31.6pp | 36.82%-31.5pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,444 | $3,956-38.2% | $3,665-33.3% | $4,299-43.1% |
| Participant deferral / active EE | $14,282 | $8,297+72.1% | $7,994+78.7% | $6,507+119.5% |
| Admin fee / account holder | $4,306 | $11,446-62.4% | $11,185-61.5% | $12,624-65.9% |