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 | $17,933 | $25,972-31.0% | - | $72,985-75.4% |
| Participation rate | 100.0% | 52.8%+47.2pp | - | 69.5%+30.5pp |
| Annual return | 18.15% | 20.47%-2.3pp | - | 81.00%-62.9pp |
| Employer contribution / active EE | $1,103 | $2,171-49.2% | - | $2,440-54.8% |
| Participant deferral / active EE | $0 | $2,560-100.0% | - | $3,607-100.0% |
| Admin fee / account holder | $2,177 | $2,104+3.5% | - | $5,124-57.5% |