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 | $32,693 | $73,933-55.8% | $96,683-66.2% | $75,163-56.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 2.55% | 26.70%-24.1pp | 35.69%-33.1pp | 160.62%-158.1pp |
| Employer contribution / active EE | $2,270 | $2,928-22.5% | $3,737-39.2% | $2,670-15.0% |
| Participant deferral / active EE | $4,597 | $3,659+25.6% | $4,878-5.8% | $4,125+11.4% |
| Admin fee / account holder | $1,387 | $5,216-73.4% | $6,730-79.4% | $5,651-75.5% |