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 | $45,298 | $99,341-54.4% | $84,750-46.6% | $273,961-83.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.50% | 22.93%-23.4pp | 22.78%-23.3pp | 41.45%-42.0pp |
| Employer contribution / active EE | $866 | $4,214-79.5% | $3,574-75.8% | $4,869-82.2% |
| Participant deferral / active EE | $1,705 | $4,269-60.1% | $3,712-54.1% | $5,287-67.8% |
| Admin fee / account holder | $7,458 | $6,644+12.3% | $5,332+39.9% | $10,132-26.4% |