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 | $40,251 | $69,515-42.1% | $86,874-53.7% | $85,850-53.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 9.93% | 20.12%-10.2pp | 63.52%-53.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $725 | $1,880-61.4% | $2,495-70.9% | $2,565-71.7% |
| Participant deferral / active EE | $2,943 | $2,919+0.8% | $3,699-20.4% | $3,952-25.5% |
| Admin fee / account holder | $7,732 | $5,972+29.5% | $5,828+32.7% | $6,260+23.5% |