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 | $55,444 | $73,981-25.1% | $105,722-47.6% | $62,891-11.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | -4.44% | 17.60%-22.0pp | 12.25%-16.7pp | 20.14%-24.6pp |
| Employer contribution / active EE | $1,244 | $2,856-56.5% | $4,079-69.5% | $2,281-45.5% |
| Participant deferral / active EE | $2,962 | $4,038-26.6% | $5,326-44.4% | $3,203-7.5% |
| Admin fee / account holder | $788 | $5,976-86.8% | $8,308-90.5% | $4,296-81.7% |