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 | $13,463 | $47,848-71.9% | $81,478-83.5% | $70,131-80.8% |
| Participation rate | 96.2% | 58.3%+37.9pp | 68.0%+28.2pp | 69.5%+26.6pp |
| Annual return | 12.62% | 27.25%-14.6pp | 38.78%-26.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $492 | $1,527-67.8% | $2,568-80.8% | $2,342-79.0% |
| Participant deferral / active EE | $777 | $2,453-68.3% | $3,537-78.0% | $3,332-76.7% |
| Admin fee / account holder | $4,661 | $3,145+48.2% | $4,561+2.2% | $4,645+0.3% |