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 | $14,869 | $45,073-67.0% | $69,455-78.6% | $72,985-79.6% |
| Participation rate | 92.6% | 68.5%+24.1pp | 74.6%+18.0pp | 69.5%+23.1pp |
| Annual return | 1.21% | 22.65%-21.4pp | 28.97%-27.8pp | 81.00%-79.8pp |
| Employer contribution / active EE | $619 | $2,054-69.9% | $2,779-77.7% | $2,440-74.6% |
| Participant deferral / active EE | $1,338 | $2,602-48.6% | $3,535-62.2% | $3,607-62.9% |
| Admin fee / account holder | $2,179 | $3,056-28.7% | $3,839-43.2% | $5,124-57.5% |