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 | $10,947 | $56,053-80.5% | $75,972-85.6% | $80,856-86.5% |
| Participation rate | 75.8% | 62.0%+13.7pp | 69.1%+6.7pp | 67.6%+8.1pp |
| Annual return | 8.31% | 20.53%-12.2pp | 359.55%-351.2pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,821 | $1,874-2.8% | $2,685-32.2% | $2,755-33.9% |
| Participant deferral / active EE | $2,864 | $3,052-6.1% | $4,255-32.7% | $4,296-33.3% |
| Admin fee / account holder | $593 | $5,234-88.7% | $6,467-90.8% | $6,918-91.4% |