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 | $15,445 | $90,503-82.9% | $78,689-80.4% | $273,961-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.01% | 75.60%-73.6pp | 62.18%-60.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,703 | $3,176-46.4% | $2,851-40.3% | $4,869-65.0% |
| Participant deferral / active EE | $2,149 | $3,901-44.9% | $3,517-38.9% | $5,287-59.4% |
| Admin fee / account holder | $1,911 | $5,263-63.7% | $4,510-57.6% | $10,132-81.1% |