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 | $63,845 | $88,707-28.0% | $74,183-13.9% | $273,961-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.66% | 11.94%-10.3pp | 17.74%-16.1pp | 41.45%-39.8pp |
| Employer contribution / active EE | $798 | $3,159-74.7% | $2,370-66.3% | $4,869-83.6% |
| Participant deferral / active EE | $4,964 | $4,212+17.9% | $3,550+39.8% | $5,287-6.1% |
| Admin fee / account holder | $417 | $8,717-95.2% | $5,586-92.5% | $10,132-95.9% |