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 | $47,851 | $99,341-51.8% | $84,750-43.5% | $273,961-82.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.16% | 22.93%-22.8pp | 22.78%-22.6pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,785 | $4,214-57.6% | $3,574-50.1% | $4,869-63.3% |
| Participant deferral / active EE | $3,275 | $4,269-23.3% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $3,203 | $6,644-51.8% | $5,332-39.9% | $10,132-68.4% |