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 | $45,062 | $153,772-70.7% | $133,980-66.4% | $273,961-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.77% | 36.51%-35.7pp | 29.30%-28.5pp | 41.45%-40.7pp |
| Employer contribution / active EE | $1,734 | $6,029-71.2% | $5,211-66.7% | $4,869-64.4% |
| Participant deferral / active EE | $3,823 | $6,958-45.1% | $6,282-39.1% | $5,287-27.7% |
| Admin fee / account holder | $55,222 | $11,765+369.4% | $9,324+492.2% | $10,132+445.0% |