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 8-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 | $43,881 | $65,041-32.5% | $90,951-51.8% | $79,858-45.1% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.0%+21.0pp | 69.6%+20.4pp |
| Annual return | 7.25% | 30.45%-23.2pp | 134.60%-127.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $541 | $1,247-56.6% | $2,122-74.5% | $2,471-78.1% |
| Participant deferral / active EE | $4,500 | $2,512+79.1% | $3,373+33.4% | $3,740+20.3% |
| Admin fee / account holder | $1,272 | $4,536-72.0% | $5,959-78.7% | $5,306-76.0% |