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 | $37,000 | $104,251-64.5% | $91,001-59.3% | $147,584-74.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.25% | 27.06%-20.8pp | 4.60%+1.7pp | 578.55%-572.3pp |
| Employer contribution / active EE | $743 | $3,116-76.2% | $2,456-69.8% | $4,876-84.8% |
| Participant deferral / active EE | $1,569 | $4,195-62.6% | $3,547-55.8% | $5,439-71.2% |
| Admin fee / account holder | $4,683 | $8,948-47.7% | $5,417-13.5% | $10,885-57.0% |