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 8-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 | $21,412 | $65,685-67.4% | $57,179-62.6% | $273,961-92.2% |
| Participation rate | 94.4% | 78.3%+16.1pp | 75.3%+19.1pp | 83.0%+11.4pp |
| Annual return | 0.16% | 21.99%-21.8pp | 14.59%-14.4pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,584 | $3,279-51.7% | $2,682-41.0% | $4,869-67.5% |
| Participant deferral / active EE | $1,584 | $3,782-58.1% | $3,096-48.8% | $5,287-70.0% |
| Admin fee / account holder | $982 | $4,835-79.7% | $3,139-68.7% | $10,132-90.3% |