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 | $13,880 | $55,706-75.1% | $75,886-81.7% | $72,985-81.0% |
| Participation rate | 82.0% | 61.1%+20.9pp | 69.3%+12.7pp | 69.5%+12.5pp |
| Annual return | 2.99% | 27.59%-24.6pp | 30.76%-27.8pp | 81.00%-78.0pp |
| Employer contribution / active EE | $1,282 | $1,687-24.0% | $2,500-48.7% | $2,440-47.5% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,364 | $3,978-65.7% | $5,418-74.8% | $5,124-73.4% |