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 | $11,960 | $60,022-80.1% | $88,946-86.6% | $84,808-85.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.41% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,426 | $1,703-16.3% | $2,555-44.2% | $2,631-45.8% |
| Participant deferral / active EE | $3,527 | $3,114+13.3% | $4,581-23.0% | $4,212-16.2% |
| Admin fee / account holder | $613 | $4,811-87.3% | $8,261-92.6% | $7,344-91.7% |