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 | $21,754 | $96,557-77.5% | $80,975-73.1% | $273,961-92.1% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | -5.50% | 15.14%-20.6pp | 17.10%-22.6pp | 41.45%-47.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,906 | $6,598-40.8% | $5,696-31.4% | $5,287-26.1% |
| Admin fee / account holder | $2,415 | $7,492-67.8% | $5,516-56.2% | $10,132-76.2% |