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 | $26,495 | $65,685-59.7% | $57,179-53.7% | $273,961-90.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.86% | 21.99%-21.1pp | 14.59%-13.7pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,777 | $3,279-45.8% | $2,682-33.7% | $4,869-63.5% |
| Participant deferral / active EE | $2,496 | $3,782-34.0% | $3,096-19.4% | $5,287-52.8% |
| Admin fee / account holder | $1,608 | $4,835-66.7% | $3,139-48.8% | $10,132-84.1% |