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 7-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 | $18,090 | $37,426-51.7% | $77,482-76.7% | $79,858-77.3% |
| Participation rate | 72.1% | 41.5%+30.6pp | 54.2%+17.9pp | 69.6%+2.5pp |
| Annual return | 8.72% | 39.70%-31.0pp | 54.79%-46.1pp | 31.71%-23.0pp |
| Employer contribution / active EE | $274 | $637-57.0% | $986-72.3% | $2,471-88.9% |
| Participant deferral / active EE | $588 | $1,260-53.3% | $1,861-68.4% | $3,740-84.3% |
| Admin fee / account holder | $7,281 | $2,504+190.8% | $2,858+154.8% | $5,306+37.2% |