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 | $14,257 | $26,194-45.6% | - | $79,858-82.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | - | 69.6%+30.4pp |
| Annual return | 8.37% | 42.01%-33.6pp | - | 31.71%-23.3pp |
| Employer contribution / active EE | $1,158 | $1,555-25.6% | - | $2,471-53.1% |
| Participant deferral / active EE | $0 | $1,743-100.0% | - | $3,740-100.0% |
| Admin fee / account holder | $2,785 | $2,148+29.7% | - | $5,306-47.5% |