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 4-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 | $7,187 | $80,717-91.1% | $154,803-95.4% | $84,808-91.5% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.2pp | 68.3%+13.9pp |
| Annual return | 7.06% | 37.96%-30.9pp | 58.88%-51.8pp | 40.90%-33.8pp |
| Employer contribution / active EE | $1,430 | $2,761-48.2% | $4,305-66.8% | $2,631-45.7% |
| Participant deferral / active EE | $2,423 | $3,303-26.7% | $5,540-56.3% | $4,212-42.5% |
| Admin fee / account holder | $10,924 | $6,746+61.9% | $14,329-23.8% | $7,344+48.7% |