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 | $14,952 | $62,573-76.1% | $85,682-82.5% | $85,850-82.6% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.9%+18.1pp | 69.3%+18.7pp |
| Annual return | 10.75% | 23.77%-13.0pp | 21.49%-10.7pp | 318.53%-307.8pp |
| Employer contribution / active EE | $700 | $1,757-60.2% | $2,618-73.3% | $2,565-72.7% |
| Participant deferral / active EE | $1,096 | $2,802-60.9% | $3,923-72.0% | $3,952-72.3% |
| Admin fee / account holder | $922 | $4,640-80.1% | $6,873-86.6% | $6,260-85.3% |