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 | $18,424 | $45,073-59.1% | $69,455-73.5% | $72,985-74.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 2.53% | 22.65%-20.1pp | 28.97%-26.4pp | 81.00%-78.5pp |
| Employer contribution / active EE | $1,306 | $2,054-36.4% | $2,779-53.0% | $2,440-46.5% |
| Participant deferral / active EE | $833 | $2,602-68.0% | $3,535-76.4% | $3,607-76.9% |
| Admin fee / account holder | $6,074 | $3,056+98.8% | $3,839+58.2% | $5,124+18.5% |