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 | $23,784 | $55,706-57.3% | $75,886-68.7% | $72,985-67.4% |
| Participation rate | 82.1% | 61.1%+21.0pp | 69.3%+12.9pp | 69.5%+12.7pp |
| Annual return | 1.58% | 27.59%-26.0pp | 30.76%-29.2pp | 81.00%-79.4pp |
| Employer contribution / active EE | $1,561 | $1,687-7.5% | $2,500-37.6% | $2,440-36.0% |
| Participant deferral / active EE | $1,958 | $2,634-25.7% | $3,603-45.7% | $3,607-45.7% |
| Admin fee / account holder | $52,304 | $3,978+1214.7% | $5,418+865.3% | $5,124+920.7% |