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 | $20,657 | $90,503-77.2% | $78,689-73.7% | $273,961-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.41% | 75.60%-75.2pp | 62.18%-61.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,148 | $3,176-63.9% | $2,851-59.7% | $4,869-76.4% |
| Participant deferral / active EE | $6,735 | $3,901+72.6% | $3,517+91.5% | $5,287+27.4% |
| Admin fee / account holder | $8,049 | $5,263+52.9% | $4,510+78.5% | $10,132-20.6% |