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 9-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 | $30,808 | $49,227-37.4% | $70,449-56.3% | $79,858-61.4% |
| Participation rate | 86.4% | 69.2%+17.2pp | 75.1%+11.3pp | 69.6%+16.7pp |
| Annual return | 4.36% | 30.06%-25.7pp | 109.03%-104.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $514 | $2,099-75.5% | $2,737-81.2% | $2,471-79.2% |
| Participant deferral / active EE | $2,451 | $2,768-11.4% | $3,709-33.9% | $3,740-34.5% |
| Admin fee / account holder | $2,369 | $2,878-17.7% | $3,845-38.4% | $5,306-55.4% |