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 | $23,059 | $90,503-74.5% | $78,689-70.7% | $273,961-91.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 1.73% | 75.60%-73.9pp | 62.18%-60.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $987 | $3,176-68.9% | $2,851-65.4% | $4,869-79.7% |
| Participant deferral / active EE | $3,092 | $3,901-20.7% | $3,517-12.1% | $5,287-41.5% |
| Admin fee / account holder | $4,751 | $5,263-9.7% | $4,510+5.3% | $10,132-53.1% |