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 | $22,963 | $84,233-72.7% | $170,442-86.5% | $70,131-67.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.29% | 23.06%-12.8pp | 205.93%-195.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $537 | $3,387-84.1% | $5,433-90.1% | $2,342-77.1% |
| Participant deferral / active EE | $3,139 | $3,086+1.7% | $4,939-36.4% | $3,332-5.8% |
| Admin fee / account holder | $718 | $5,698-87.4% | $13,880-94.8% | $4,645-84.5% |