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 | $16,926 | $52,953-68.0% | $172,739-90.2% | $65,185-74.0% |
| Participation rate | 74.0% | 66.2%+7.8pp | 82.6%-8.6pp | 70.2%+3.8pp |
| Annual return | 5.28% | 30.12%-24.8pp | 802.84%-797.6pp | 29.38%-24.1pp |
| Employer contribution / active EE | $472 | $2,190-78.4% | $5,143-90.8% | $2,177-78.3% |
| Participant deferral / active EE | $1,448 | $2,471-41.4% | $5,198-72.1% | $3,514-58.8% |
| Admin fee / account holder | $4,878 | $472+933.6% | $13,954-65.0% | $847+475.8% |