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 | $63,571 | $72,492-12.3% | $87,100-27.0% | $72,985-12.9% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 0.18% | 24.46%-24.3pp | 28.19%-28.0pp | 81.00%-80.8pp |
| Employer contribution / active EE | $469 | $1,894-75.2% | $2,521-81.4% | $2,440-80.8% |
| Participant deferral / active EE | $4,137 | $3,270+26.5% | $4,049+2.2% | $3,607+14.7% |
| Admin fee / account holder | $2,099 | $5,055-58.5% | $7,497-72.0% | $5,124-59.0% |