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 9-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 | $35,898 | $93,071-61.4% | $74,583-51.9% | $273,961-86.9% |
| Participation rate | 94.4% | 74.9%+19.5pp | 68.1%+26.3pp | 83.0%+11.4pp |
| Annual return | 1.31% | 26.18%-24.9pp | 20.47%-19.2pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,062 | $3,160-66.4% | $2,525-57.9% | $4,869-78.2% |
| Participant deferral / active EE | $2,246 | $4,160-46.0% | $3,458-35.0% | $5,287-57.5% |
| Admin fee / account holder | $4,107 | $5,272-22.1% | $4,138-0.7% | $10,132-59.5% |