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 | $27,863 | $90,503-69.2% | $78,689-64.6% | $273,961-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.04% | 75.60%-75.6pp | 62.18%-62.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,019 | $3,176-67.9% | $2,851-64.3% | $4,869-79.1% |
| Participant deferral / active EE | $560 | $3,901-85.7% | $3,517-84.1% | $5,287-89.4% |
| Admin fee / account holder | $375 | $5,263-92.9% | $4,510-91.7% | $10,132-96.3% |