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 | $41,386 | $96,557-57.1% | $80,975-48.9% | $273,961-84.9% |
| Participation rate | 85.0% | 79.1%+5.9pp | 75.8%+9.2pp | 83.0%+2.0pp |
| Annual return | 0.08% | 15.14%-15.1pp | 17.10%-17.0pp | 41.45%-41.4pp |
| Employer contribution / active EE | $5,849 | $4,868+20.2% | $3,714+57.5% | $4,869+20.1% |
| Participant deferral / active EE | $3,131 | $6,598-52.5% | $5,696-45.0% | $5,287-40.8% |
| Admin fee / account holder | $7,074 | $7,492-5.6% | $5,516+28.2% | $10,132-30.2% |