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 | $20,842 | $59,839-65.2% | $81,983-74.6% | $79,858-73.9% |
| Participation rate | 98.2% | 61.6%+36.6pp | 69.2%+29.0pp | 69.6%+28.6pp |
| Annual return | 2.72% | 17.56%-14.8pp | 41.31%-38.6pp | 31.71%-29.0pp |
| Employer contribution / active EE | $1,806 | $1,713+5.4% | $2,498-27.7% | $2,471-26.9% |
| Participant deferral / active EE | $1,935 | $2,695-28.2% | $3,722-48.0% | $3,740-48.3% |
| Admin fee / account holder | $2,502 | $4,287-41.6% | $5,664-55.8% | $5,306-52.8% |