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 | $19,589 | $57,016-65.6% | $84,966-76.9% | $80,856-75.8% |
| Participation rate | 77.8% | 56.3%+21.4pp | 67.5%+10.3pp | 67.6%+10.1pp |
| Annual return | 7.36% | 21.66%-14.3pp | 66.38%-59.0pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,847 | $1,798+2.7% | $2,727-32.3% | $2,755-33.0% |
| Participant deferral / active EE | $4,936 | $3,110+58.7% | $4,519+9.2% | $4,296+14.9% |
| Admin fee / account holder | $1,552 | $4,980-68.8% | $6,149-74.8% | $6,918-77.6% |