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 | $26,112 | $84,233-69.0% | $170,442-84.7% | $70,131-62.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.09% | 23.06%-15.0pp | 205.93%-197.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $956 | $3,387-71.8% | $5,433-82.4% | $2,342-59.2% |
| Participant deferral / active EE | $1,156 | $3,086-62.5% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $2,546 | $5,698-55.3% | $13,880-81.7% | $4,645-45.2% |