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 | $98,184 | $136,307-28.0% | $106,619-7.9% | $273,961-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.32% | 11.05%-10.7pp | 9.42%-9.1pp | 41.45%-41.1pp |
| Employer contribution / active EE | $1,445 | $5,190-72.1% | $3,947-63.4% | $4,869-70.3% |
| Participant deferral / active EE | $3,813 | $4,969-23.3% | $3,930-3.0% | $5,287-27.9% |
| Admin fee / account holder | $379 | $8,625-95.6% | $6,418-94.1% | $10,132-96.3% |