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 | $15,992 | $45,073-64.5% | $69,455-77.0% | $72,985-78.1% |
| Participation rate | 83.8% | 68.5%+15.3pp | 74.6%+9.2pp | 69.5%+14.3pp |
| Annual return | 0.30% | 22.65%-22.3pp | 28.97%-28.7pp | 81.00%-80.7pp |
| Employer contribution / active EE | $2,114 | $2,054+2.9% | $2,779-23.9% | $2,440-13.4% |
| Participant deferral / active EE | $1,515 | $2,602-41.8% | $3,535-57.2% | $3,607-58.0% |
| Admin fee / account holder | $4,387 | $3,056+43.6% | $3,839+14.3% | $5,124-14.4% |