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 | $44,626 | $90,503-50.7% | $78,689-43.3% | $273,961-83.7% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 0.61% | 75.60%-75.0pp | 62.18%-61.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $550 | $3,176-82.7% | $2,851-80.7% | $4,869-88.7% |
| Participant deferral / active EE | $2,963 | $3,901-24.1% | $3,517-15.8% | $5,287-44.0% |
| Admin fee / account holder | $13,968 | $5,263+165.4% | $4,510+209.7% | $10,132+37.9% |