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 | $32,954 | $99,341-66.8% | $84,750-61.1% | $273,961-88.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.54% | 22.93%-21.4pp | 22.78%-21.2pp | 41.45%-39.9pp |
| Employer contribution / active EE | $2,724 | $4,214-35.3% | $3,574-23.8% | $4,869-44.0% |
| Participant deferral / active EE | $4,317 | $4,269+1.1% | $3,712+16.3% | $5,287-18.4% |
| Admin fee / account holder | $1,347 | $6,644-79.7% | $5,332-74.7% | $10,132-86.7% |