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 | $38,955 | $96,557-59.7% | $80,975-51.9% | $273,961-85.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -0.24% | 15.14%-15.4pp | 17.10%-17.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $2,264 | $4,868-53.5% | $3,714-39.0% | $4,869-53.5% |
| Participant deferral / active EE | $7,427 | $6,598+12.6% | $5,696+30.4% | $5,287+40.5% |
| Admin fee / account holder | $38,640 | $7,492+415.7% | $5,516+600.5% | $10,132+281.4% |