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 | $33,212 | $56,897-41.6% | $84,750-60.8% | $62,891-47.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.32% | 6.30%-6.0pp | 22.78%-22.5pp | 20.14%-19.8pp |
| Employer contribution / active EE | $10,124 | $2,400+321.9% | $3,574+183.3% | $2,281+343.9% |
| Participant deferral / active EE | $2,932 | $2,709+8.2% | $3,712-21.0% | $3,203-8.5% |
| Admin fee / account holder | $451 | $3,581-87.4% | $5,332-91.5% | $4,296-89.5% |