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 7-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 | $14,083 | $80,717-82.6% | $154,803-90.9% | $84,808-83.4% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 6.56% | 37.96%-31.4pp | 58.88%-52.3pp | 40.90%-34.3pp |
| Employer contribution / active EE | $1,557 | $2,761-43.6% | $4,305-63.8% | $2,631-40.8% |
| Participant deferral / active EE | $1,391 | $3,303-57.9% | $5,540-74.9% | $4,212-67.0% |
| Admin fee / account holder | $9,936 | $6,746+47.3% | $14,329-30.7% | $7,344+35.3% |