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 | $15,057 | $45,073-66.6% | $69,455-78.3% | $72,985-79.4% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.1pp | 69.5%+28.3pp |
| Annual return | 4.98% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $2,175 | $2,054+5.9% | $2,779-21.7% | $2,440-10.9% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,405 | $3,056-54.0% | $3,839-63.4% | $5,124-72.6% |