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 | $40,608 | $99,341-59.1% | $84,750-52.1% | $273,961-85.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.48% | 22.93%-22.5pp | 22.78%-22.3pp | 41.45%-41.0pp |
| Employer contribution / active EE | $10,077 | $4,214+139.1% | $3,574+181.9% | $4,869+107.0% |
| Participant deferral / active EE | $5,340 | $4,269+25.1% | $3,712+43.9% | $5,287+1.0% |
| Admin fee / account holder | $3,649 | $6,644-45.1% | $5,332-31.6% | $10,132-64.0% |