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 10-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 | $13,813 | $43,327-68.1% | $59,878-76.9% | $64,186-78.5% |
| Participation rate | 93.5% | 69.2%+24.4pp | 74.7%+18.8pp | 69.6%+24.0pp |
| Annual return | -8.77% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,951 | $2,028-3.8% | $2,722-28.3% | $2,381-18.1% |
| Participant deferral / active EE | $808 | $2,546-68.2% | $3,402-76.2% | $3,470-76.7% |
| Admin fee / account holder | $1,941 | $3,005-35.4% | $3,590-45.9% | $4,888-60.3% |