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 | $16,384 | $45,073-63.6% | $69,455-76.4% | $72,985-77.6% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.7pp | 69.5%+24.8pp |
| Annual return | 5.01% | 22.65%-17.6pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $714 | $2,054-65.2% | $2,779-74.3% | $2,440-70.7% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $344 | $3,056-88.7% | $3,839-91.0% | $5,124-93.3% |