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 | $20,365 | $39,122-47.9% | $57,179-64.4% | $62,891-67.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.74% | 9.23%-10.0pp | 14.59%-15.3pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,538 | $1,874-17.9% | $2,682-42.6% | $2,281-32.5% |
| Participant deferral / active EE | $1,401 | $2,374-41.0% | $3,096-54.8% | $3,203-56.3% |
| Admin fee / account holder | $4,785 | $2,592+84.6% | $3,139+52.4% | $4,296+11.4% |