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 3-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 | $10,247 | $57,016-82.0% | $84,966-87.9% | $80,856-87.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 8.64% | 21.66%-13.0pp | 66.38%-57.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,192 | $1,798-33.7% | $2,727-56.3% | $2,755-56.7% |
| Participant deferral / active EE | $3,376 | $3,110+8.6% | $4,519-25.3% | $4,296-21.4% |
| Admin fee / account holder | $965 | $4,980-80.6% | $6,149-84.3% | $6,918-86.1% |