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 | $74,928 | $149,734-50.0% | $118,925-37.0% | $158,922-52.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.39% | 19.95%-19.6pp | 35.88%-35.5pp | 302.83%-302.4pp |
| Employer contribution / active EE | $1,295 | $4,115-68.5% | $3,263-60.3% | $4,761-72.8% |
| Participant deferral / active EE | $1,495 | $5,223-71.4% | $4,265-64.9% | $5,982-75.0% |
| Admin fee / account holder | $27,635 | $8,603+221.2% | $6,581+320.0% | $11,246+145.7% |