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 | $25,931 | $45,035-42.4% | $62,995-58.8% | $70,131-63.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 4.18% | 18.76%-14.6pp | 87.57%-83.4pp | 73.14%-69.0pp |
| Employer contribution / active EE | $1,774 | $2,051-13.5% | $2,759-35.7% | $2,342-24.3% |
| Participant deferral / active EE | $1,140 | $2,465-53.7% | $3,329-65.7% | $3,332-65.8% |
| Admin fee / account holder | $1,515 | $2,834-46.5% | $3,600-57.9% | $4,645-67.4% |