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 | $33,520 | $48,364-30.7% | $71,796-53.3% | $62,891-46.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3.82% | 13.16%-9.3pp | 78.04%-74.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,014 | $1,042+93.3% | $1,924+4.6% | $2,281-11.7% |
| Participant deferral / active EE | $1,784 | $2,091-14.7% | $2,794-36.2% | $3,203-44.3% |
| Admin fee / account holder | $753 | $3,771-80.0% | $4,815-84.4% | $4,296-82.5% |