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 | $16,371 | $65,685-75.1% | $57,179-71.4% | $273,961-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.02% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.4pp |
| Employer contribution / active EE | $8,600 | $3,279+162.3% | $2,682+220.6% | $4,869+76.6% |
| Participant deferral / active EE | $8,588 | $3,782+127.1% | $3,096+177.4% | $5,287+62.4% |
| Admin fee / account holder | $31,099 | $4,835+543.3% | $3,139+890.7% | $10,132+206.9% |