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 | $15,639 | $90,503-82.7% | $78,689-80.1% | $273,961-94.3% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 0.56% | 75.60%-75.0pp | 62.18%-61.6pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,213 | $3,176-30.3% | $2,851-22.4% | $4,869-54.6% |
| Participant deferral / active EE | $3,549 | $3,901-9.0% | $3,517+0.9% | $5,287-32.9% |
| Admin fee / account holder | $710 | $5,263-86.5% | $4,510-84.3% | $10,132-93.0% |