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 6-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 | $12,603 | $60,892-79.3% | $82,389-84.7% | $84,808-85.1% |
| Participation rate | 90.9% | 63.3%+27.6pp | 69.5%+21.4pp | 68.3%+22.6pp |
| Annual return | 9.01% | 37.29%-28.3pp | 28.67%-19.7pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,330 | $1,779-25.2% | $2,517-47.1% | $2,631-49.4% |
| Participant deferral / active EE | $1,726 | $3,179-45.7% | $4,155-58.5% | $4,212-59.0% |
| Admin fee / account holder | $2,823 | $5,467-48.4% | $7,231-61.0% | $7,344-61.6% |