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 | $58,817 | $90,503-35.0% | $78,689-25.3% | $273,961-78.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.54% | 75.60%-74.1pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $426 | $3,176-86.6% | $2,851-85.1% | $4,869-91.2% |
| Participant deferral / active EE | $2,041 | $3,901-47.7% | $3,517-42.0% | $5,287-61.4% |
| Admin fee / account holder | $368 | $5,263-93.0% | $4,510-91.9% | $10,132-96.4% |