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 | $23,268 | $58,512-60.2% | $84,015-72.3% | $72,985-68.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 11.10% | 28.93%-17.8pp | 71.31%-60.2pp | 81.00%-69.9pp |
| Employer contribution / active EE | $2,380 | $1,163+104.6% | $1,983+20.0% | $2,440-2.5% |
| Participant deferral / active EE | $1,401 | $2,394-41.5% | $3,239-56.8% | $3,607-61.2% |
| Admin fee / account holder | $1,841 | $4,569-59.7% | $6,101-69.8% | $5,124-64.1% |