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 | $21,500 | $105,630-79.6% | $87,507-75.4% | $273,961-92.2% |
| Participation rate | 86.7% | 78.2%+8.5pp | 73.8%+12.8pp | 83.0%+3.7pp |
| Annual return | 0.24% | 12.25%-12.0pp | 12.21%-12.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $2,495 | $3,141-20.6% | $2,550-2.1% | $4,869-48.8% |
| Participant deferral / active EE | $6,672 | $3,601+85.3% | $3,149+111.9% | $5,287+26.2% |
| Admin fee / account holder | $427 | $4,781-91.1% | $4,221-89.9% | $10,132-95.8% |