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 | $36,592 | $45,035-18.7% | $62,995-41.9% | $70,131-47.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.18% | 18.76%-7.6pp | 87.57%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $653 | $2,051-68.2% | $2,759-76.3% | $2,342-72.1% |
| Participant deferral / active EE | $2,259 | $2,465-8.4% | $3,329-32.2% | $3,332-32.2% |
| Admin fee / account holder | $567 | $2,834-80.0% | $3,600-84.3% | $4,645-87.8% |