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 3-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 | $13,409 | $60,022-77.7% | $88,946-84.9% | $84,808-84.2% |
| Participation rate | 98.5% | 57.8%+40.6pp | 68.8%+29.6pp | 68.3%+30.2pp |
| Annual return | 10.97% | 22.43%-11.5pp | 57.82%-46.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,375 | $1,703-19.2% | $2,555-46.2% | $2,631-47.7% |
| Participant deferral / active EE | $796 | $3,114-74.4% | $4,581-82.6% | $4,212-81.1% |
| Admin fee / account holder | $371 | $4,811-92.3% | $8,261-95.5% | $7,344-95.0% |