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 | $27,740 | $54,762-49.3% | $90,281-69.3% | $72,985-62.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 1.72% | 30.63%-28.9pp | 78.10%-76.4pp | 81.00%-79.3pp |
| Employer contribution / active EE | $3,187 | $2,092+52.3% | $2,854+11.7% | $2,440+30.6% |
| Participant deferral / active EE | $2,123 | $2,887-26.5% | $3,885-45.4% | $3,607-41.1% |
| Admin fee / account holder | $1,519 | $3,972-61.8% | $5,351-71.6% | $5,124-70.4% |