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 | $47,092 | $68,719-31.5% | $91,541-48.6% | $84,808-44.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 3.33% | 19.12%-15.8pp | 20.50%-17.2pp | 40.90%-37.6pp |
| Employer contribution / active EE | $2,303 | $1,920+19.9% | $2,505-8.1% | $2,631-12.5% |
| Participant deferral / active EE | $4,192 | $3,136+33.7% | $4,008+4.6% | $4,212-0.5% |
| Admin fee / account holder | $585 | $5,786-89.9% | $6,956-91.6% | $7,344-92.0% |