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 | $25,691 | $105,630-75.7% | $87,507-70.6% | $273,961-90.6% |
| Participation rate | 89.5% | 78.2%+11.3pp | 73.8%+15.6pp | 83.0%+6.5pp |
| Annual return | 0.42% | 12.25%-11.8pp | 12.21%-11.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $2,077 | $3,141-33.9% | $2,550-18.5% | $4,869-57.3% |
| Participant deferral / active EE | $6,338 | $3,601+76.0% | $3,149+101.3% | $5,287+19.9% |
| Admin fee / account holder | $178,770 | $4,781+3639.4% | $4,221+4135.6% | $10,132+1664.4% |