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 | $28,353 | $135,952-79.1% | $123,892-77.1% | $273,961-89.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.03% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $3,667 | $5,170-29.1% | $4,617-20.6% | $4,869-24.7% |
| Participant deferral / active EE | $12,917 | $6,343+103.7% | $5,984+115.9% | $5,287+144.3% |
| Admin fee / account holder | $4,555 | $9,817-53.6% | $8,357-45.5% | $10,132-55.0% |