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 | $43,753 | $96,956-54.9% | $70,014-37.5% | $273,961-84.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 1.26% | 12.93%-11.7pp | 12.99%-11.7pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,238 | $3,316-62.7% | $2,338-47.1% | $4,869-74.6% |
| Participant deferral / active EE | $1,505 | $3,744-59.8% | $2,931-48.7% | $5,287-71.5% |
| Admin fee / account holder | $9,056 | $7,934+14.1% | $4,380+106.8% | $10,132-10.6% |