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 | $50,935 | $96,557-47.2% | $80,975-37.1% | $273,961-81.4% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | -0.30% | 15.14%-15.4pp | 17.10%-17.4pp | 41.45%-41.8pp |
| Employer contribution / active EE | $1,290 | $4,868-73.5% | $3,714-65.3% | $4,869-73.5% |
| Participant deferral / active EE | $2,739 | $6,598-58.5% | $5,696-51.9% | $5,287-48.2% |
| Admin fee / account holder | $2,166 | $7,492-71.1% | $5,516-60.7% | $10,132-78.6% |