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 9-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 | $15,010 | $39,122-61.6% | $57,179-73.7% | $62,891-76.1% |
| Participation rate | 73.3% | 70.5%+2.8pp | 75.3%-2.0pp | 69.3%+4.0pp |
| Annual return | 0.60% | 9.23%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,050 | $1,874-44.0% | $2,682-60.8% | $2,281-54.0% |
| Participant deferral / active EE | $794 | $2,374-66.6% | $3,096-74.4% | $3,203-75.2% |
| Admin fee / account holder | $4,781 | $2,592+84.5% | $3,139+52.3% | $4,296+11.3% |