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 | $31,513 | $90,503-65.2% | $78,689-60.0% | $273,961-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.24% | 75.60%-74.4pp | 62.18%-60.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $3,887 | $3,176+22.4% | $2,851+36.4% | $4,869-20.2% |
| Participant deferral / active EE | $8,948 | $3,901+129.4% | $3,517+154.4% | $5,287+69.2% |
| Admin fee / account holder | $1,665 | $5,263-68.4% | $4,510-63.1% | $10,132-83.6% |