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 | $15,658 | $81,248-80.7% | $155,509-89.9% | $80,856-80.6% |
| Participation rate | 90.5% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 7.18% | 33.31%-26.1pp | 64.67%-57.5pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,392 | $3,100-55.1% | $4,672-70.2% | $2,755-49.5% |
| Participant deferral / active EE | $994 | $3,452-71.2% | $5,626-82.3% | $4,296-76.9% |
| Admin fee / account holder | $2,787 | $7,997-65.1% | $15,912-82.5% | $6,918-59.7% |