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 | $18,815 | $59,839-68.6% | $81,983-77.1% | $79,858-76.4% |
| Participation rate | 84.8% | 61.6%+23.2pp | 69.2%+15.6pp | 69.6%+15.2pp |
| Annual return | 4.40% | 17.56%-13.2pp | 41.31%-36.9pp | 31.71%-27.3pp |
| Employer contribution / active EE | $2,582 | $1,713+50.7% | $2,498+3.4% | $2,471+4.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,089 | $4,287-74.6% | $5,664-80.8% | $5,306-79.5% |