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 5-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 | $29,797 | $88,707-66.4% | $74,183-59.8% | $273,961-89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.35% | 11.94%-11.6pp | 17.74%-17.4pp | 41.45%-41.1pp |
| Employer contribution / active EE | $1,360 | $3,159-57.0% | $2,370-42.6% | $4,869-72.1% |
| Participant deferral / active EE | $8,746 | $4,212+107.7% | $3,550+146.4% | $5,287+65.4% |
| Admin fee / account holder | $3,077 | $8,717-64.7% | $5,586-44.9% | $10,132-69.6% |