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 | $14,733 | $80,717-81.7% | $154,803-90.5% | $84,808-82.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.91% | 37.96%-27.0pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $800 | $2,761-71.0% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $2,133 | $3,303-35.4% | $5,540-61.5% | $4,212-49.4% |
| Admin fee / account holder | $2,450 | $6,746-63.7% | $14,329-82.9% | $7,344-66.6% |