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 | $48,271 | $71,057-32.1% | $93,654-48.5% | $80,874-40.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.22% | 11.26%-3.0pp | 133.34%-125.1pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,363 | $1,564-12.8% | $2,421-43.7% | $2,756-50.5% |
| Participant deferral / active EE | $1,931 | $4,034-52.1% | $4,413-56.2% | $4,297-55.1% |
| Admin fee / account holder | $516 | $6,944-92.6% | $8,282-93.8% | $6,935-92.6% |