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 | $20,075 | $99,341-79.8% | $84,750-76.3% | $273,961-92.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.64% | 22.93%-21.3pp | 22.78%-21.1pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,233 | $4,214-23.3% | $3,574-9.5% | $4,869-33.6% |
| Participant deferral / active EE | $2,826 | $4,269-33.8% | $3,712-23.9% | $5,287-46.5% |
| Admin fee / account holder | $2,592 | $6,644-61.0% | $5,332-51.4% | $10,132-74.4% |