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 | $26,546 | $89,753-70.4% | $107,525-75.3% | $84,808-68.7% |
| Participation rate | 88.7% | 68.1%+20.6pp | 75.1%+13.6pp | 68.3%+20.4pp |
| Annual return | 5.38% | 29.48%-24.1pp | 181.32%-175.9pp | 40.90%-35.5pp |
| Employer contribution / active EE | $1,672 | $3,113-46.3% | $3,754-55.5% | $2,631-36.5% |
| Participant deferral / active EE | $2,303 | $4,056-43.2% | $5,116-55.0% | $4,212-45.3% |
| Admin fee / account holder | $3,876 | $7,222-46.3% | $8,919-56.5% | $7,344-47.2% |