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 | $15,478 | $49,227-68.6% | $70,449-78.0% | $79,858-80.6% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 69.6%+28.2pp |
| Annual return | 5.11% | 30.06%-25.0pp | 109.03%-103.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,928 | $2,099-8.1% | $2,737-29.5% | $2,471-22.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,277 | $2,878-55.6% | $3,845-66.8% | $5,306-75.9% |