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 | $53,731 | $91,190-41.1% | $178,490-69.9% | $79,858-32.7% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.0pp |
| Annual return | -0.29% | 24.19%-24.5pp | 151.07%-151.4pp | 31.71%-32.0pp |
| Employer contribution / active EE | $2,856 | $3,256-12.3% | $5,011-43.0% | $2,471+15.6% |
| Participant deferral / active EE | $1,875 | $3,236-42.1% | $5,202-64.0% | $3,740-49.9% |
| Admin fee / account holder | $5,938 | $6,751-12.0% | $13,984-57.5% | $5,306+11.9% |