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 | $30,331 | $57,065-46.8% | $75,670-59.9% | $70,131-56.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 10.33% | 23.57%-13.2pp | 27.34%-17.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $516 | $1,817-71.6% | $2,352-78.1% | $2,342-78.0% |
| Participant deferral / active EE | $2,511 | $2,580-2.7% | $3,142-20.1% | $3,332-24.6% |
| Admin fee / account holder | $4,099 | $3,825+7.2% | $5,800-29.3% | $4,645-11.8% |