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 | $19,542 | $54,705-64.3% | $71,209-72.6% | $84,808-77.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 4.70% | 35.90%-31.2pp | 282.51%-277.8pp | 40.90%-36.2pp |
| Employer contribution / active EE | $341 | $2,158-84.2% | $2,721-87.5% | $2,631-87.0% |
| Participant deferral / active EE | $775 | $3,030-74.4% | $4,175-81.4% | $4,212-81.6% |
| Admin fee / account holder | $3,922 | $4,863-19.4% | $5,349-26.7% | $7,344-46.6% |