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 | $26,250 | $81,460-67.8% | $103,333-74.6% | $80,856-67.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.12% | 25.55%-19.4pp | 24.88%-18.8pp | 35.59%-29.5pp |
| Employer contribution / active EE | $1,981 | $3,105-36.2% | $3,868-48.8% | $2,755-28.1% |
| Participant deferral / active EE | $1,965 | $3,869-49.2% | $5,057-61.2% | $4,296-54.3% |
| Admin fee / account holder | $1,439 | $6,566-78.1% | $8,355-82.8% | $6,918-79.2% |