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 | $11,786 | $43,327-72.8% | $59,878-80.3% | $64,186-81.6% |
| Participation rate | 70.7% | 69.2%+1.6pp | 74.7%-4.0pp | 69.6%+1.2pp |
| Annual return | -9.09% | -1.55%-7.5pp | 3.46%-12.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $733 | $2,028-63.9% | $2,722-73.1% | $2,381-69.2% |
| Participant deferral / active EE | $1,748 | $2,546-31.4% | $3,402-48.6% | $3,470-49.6% |
| Admin fee / account holder | $750 | $3,005-75.0% | $3,590-79.1% | $4,888-84.7% |