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 | $27,012 | $135,952-80.1% | $123,892-78.2% | $273,961-90.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.69% | 56.63%-55.9pp | 47.52%-46.8pp | 41.45%-40.8pp |
| Employer contribution / active EE | $20,196 | $5,170+290.6% | $4,617+337.4% | $4,869+314.8% |
| Participant deferral / active EE | $12,851 | $6,343+102.6% | $5,984+114.7% | $5,287+143.1% |
| Admin fee / account holder | $2,386 | $9,817-75.7% | $8,357-71.4% | $10,132-76.4% |