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 | $49,433 | $67,411-26.7% | $91,001-45.7% | $70,131-29.5% |
| Participation rate | 85.5% | 71.4%+14.1pp | 75.6%+9.9pp | 69.5%+15.9pp |
| Annual return | 4.19% | -40.16%+44.4pp | 4.60%-0.4pp | 73.14%-68.9pp |
| Employer contribution / active EE | $2,419 | $1,786+35.5% | $2,456-1.5% | $2,342+3.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $568 | $4,236-86.6% | $5,417-89.5% | $4,645-87.8% |