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 | $20,224 | $90,503-77.7% | $78,689-74.3% | $273,961-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.00% | 75.60%-76.6pp | 62.18%-63.2pp | 41.45%-42.5pp |
| Employer contribution / active EE | $995 | $3,176-68.7% | $2,851-65.1% | $4,869-79.6% |
| Participant deferral / active EE | $1,876 | $3,901-51.9% | $3,517-46.7% | $5,287-64.5% |
| Admin fee / account holder | $830 | $5,263-84.2% | $4,510-81.6% | $10,132-91.8% |