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 | $18,516 | $46,553-60.2% | $64,056-71.1% | $75,163-75.4% |
| Participation rate | 81.6% | 65.9%+15.6pp | 72.3%+9.3pp | 67.2%+14.4pp |
| Annual return | 10.60% | 26.03%-15.4pp | 33.69%-23.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $512 | $1,974-74.1% | $2,747-81.4% | $2,670-80.8% |
| Participant deferral / active EE | $2,314 | $2,837-18.4% | $3,880-40.4% | $4,125-43.9% |
| Admin fee / account holder | $376 | $2,952-87.3% | $3,068-87.7% | $5,651-93.3% |