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 | $20,619 | $45,035-54.2% | $62,995-67.3% | $70,131-70.6% |
| Participation rate | 97.4% | 69.5%+27.8pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 9.33% | 18.76%-9.4pp | 87.57%-78.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $426 | $2,051-79.2% | $2,759-84.6% | $2,342-81.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $390 | $2,834-86.2% | $3,600-89.2% | $4,645-91.6% |