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 | $13,470 | $39,122-65.6% | $57,179-76.4% | $62,891-78.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.79% | 9.23%-8.4pp | 14.59%-13.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,560 | $1,874-16.8% | $2,682-41.9% | $2,281-31.6% |
| Participant deferral / active EE | $1,303 | $2,374-45.1% | $3,096-57.9% | $3,203-59.3% |
| Admin fee / account holder | $1,225 | $2,592-52.7% | $3,139-61.0% | $4,296-71.5% |