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 | $45,839 | $46,553-1.5% | $64,056-28.4% | $75,163-39.0% |
| Participation rate | 90.9% | 65.9%+25.0pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 10.60% | 26.03%-15.4pp | 33.69%-23.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $769 | $2,837-72.9% | $3,880-80.2% | $4,125-81.4% |
| Admin fee / account holder | $3,706 | $2,952+25.5% | $3,068+20.8% | $5,651-34.4% |