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 | $19,770 | $57,065-65.4% | $75,670-73.9% | $70,131-71.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 9.93% | 23.57%-13.6pp | 27.34%-17.4pp | 73.14%-63.2pp |
| Employer contribution / active EE | $4,319 | $1,817+137.7% | $2,352+83.6% | $2,342+84.4% |
| Participant deferral / active EE | $2,943 | $2,580+14.1% | $3,142-6.3% | $3,332-11.7% |
| Admin fee / account holder | $842 | $3,825-78.0% | $5,800-85.5% | $4,645-81.9% |