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 8-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 | $25,226 | $99,341-74.6% | $84,750-70.2% | $273,961-90.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.40% | 22.93%-23.3pp | 22.78%-23.2pp | 41.45%-41.9pp |
| Employer contribution / active EE | $1,597 | $4,214-62.1% | $3,574-55.3% | $4,869-67.2% |
| Participant deferral / active EE | $2,132 | $4,269-50.1% | $3,712-42.6% | $5,287-59.7% |
| Admin fee / account holder | $6,348 | $6,644-4.5% | $5,332+19.0% | $10,132-37.4% |