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 | $13,516 | $77,634-82.6% | $156,549-91.4% | $62,891-78.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.87% | 50.32%-47.5pp | 32.23%-29.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $452 | $3,444-86.9% | $5,501-91.8% | $2,281-80.2% |
| Participant deferral / active EE | $1,265 | $3,045-58.4% | $4,871-74.0% | $3,203-60.5% |
| Admin fee / account holder | $5,293 | $5,561-4.8% | $13,027-59.4% | $4,296+23.2% |