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 | $11,892 | $39,122-69.6% | $57,179-79.2% | $62,891-81.1% |
| Participation rate | 78.7% | 70.5%+8.2pp | 75.3%+3.3pp | 69.3%+9.4pp |
| Annual return | -0.53% | 9.23%-9.8pp | 14.59%-15.1pp | 20.14%-20.7pp |
| Employer contribution / active EE | $487 | $1,874-74.0% | $2,682-81.8% | $2,281-78.6% |
| Participant deferral / active EE | $1,907 | $2,374-19.6% | $3,096-38.4% | $3,203-40.5% |
| Admin fee / account holder | $786 | $2,592-69.7% | $3,139-74.9% | $4,296-81.7% |