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 | $45,161 | $215,361-79.0% | $171,082-73.6% | $273,961-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.07% | 25.14%-25.1pp | 32.56%-32.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $532 | $4,967-89.3% | $4,002-86.7% | $4,869-89.1% |
| Participant deferral / active EE | $2,237 | $5,543-59.6% | $4,797-53.4% | $5,287-57.7% |
| Admin fee / account holder | $7,606 | $10,846-29.9% | $8,520-10.7% | $10,132-24.9% |