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 | $16,178 | $81,233-80.1% | $155,567-89.6% | $80,874-80.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 8.74% | 33.33%-24.6pp | 64.74%-56.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,841 | $3,101-40.6% | $4,674-60.6% | $2,756-33.2% |
| Participant deferral / active EE | $3,358 | $3,452-2.7% | $5,628-40.3% | $4,297-21.8% |
| Admin fee / account holder | $321 | $7,998-96.0% | $15,916-98.0% | $6,935-95.4% |