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 | $31,070 | $86,929-64.3% | $102,423-69.7% | $80,856-61.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 5.27% | 18.88%-13.6pp | 29.32%-24.1pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,577 | $2,369-33.4% | $3,023-47.8% | $2,755-42.8% |
| Participant deferral / active EE | $2,655 | $4,118-35.5% | $5,053-47.5% | $4,296-38.2% |
| Admin fee / account holder | $1,061 | $8,049-86.8% | $9,451-88.8% | $6,918-84.7% |