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 | $28,287 | $54,541-48.1% | $78,778-64.1% | $70,131-59.7% |
| Participation rate | 84.6% | 60.8%+23.8pp | 69.2%+15.4pp | 69.5%+15.1pp |
| Annual return | 8.22% | 21.07%-12.9pp | 35.62%-27.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $385 | $1,089-64.7% | $1,986-80.6% | $2,342-83.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $451 | $3,709-87.8% | $5,134-91.2% | $4,645-90.3% |