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 | $23,063 | $39,122-41.0% | $57,179-59.7% | $62,891-63.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.61% | 9.23%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,081 | $1,874+11.0% | $2,682-22.4% | $2,281-8.8% |
| Participant deferral / active EE | $3,341 | $2,374+40.7% | $3,096+7.9% | $3,203+4.3% |
| Admin fee / account holder | $571 | $2,592-78.0% | $3,139-81.8% | $4,296-86.7% |