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 6-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 | $13,829 | $81,248-83.0% | $155,509-91.1% | $80,856-82.9% |
| Participation rate | 76.2% | 66.2%+10.0pp | 78.2%-2.0pp | 67.6%+8.6pp |
| Annual return | 7.12% | 33.31%-26.2pp | 64.67%-57.5pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,172 | $3,452-37.1% | $5,626-61.4% | $4,296-49.4% |
| Admin fee / account holder | $7,003 | $7,997-12.4% | $15,912-56.0% | $6,918+1.2% |