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 10-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 | $13,791 | $48,795-71.7% | $65,493-78.9% | $84,808-83.7% |
| Participation rate | 82.1% | 67.0%+15.2pp | 73.1%+9.0pp | 68.3%+13.8pp |
| Annual return | 8.88% | 20.20%-11.3pp | 982.45%-973.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,526 | $1,930-20.9% | $2,574-40.7% | $2,631-42.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,030 | $3,877-21.8% | $5,028-39.7% | $7,344-58.7% |