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 | $30,939 | $135,952-77.2% | $123,892-75.0% | $273,961-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.29% | 56.63%-56.3pp | 47.52%-47.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $4,122 | $5,170-20.3% | $4,617-10.7% | $4,869-15.3% |
| Participant deferral / active EE | $7,334 | $6,343+15.6% | $5,984+22.5% | $5,287+38.7% |
| Admin fee / account holder | $131,544 | $9,817+1239.9% | $8,357+1474.1% | $10,132+1198.3% |