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 | $68,590 | $76,552-10.4% | $123,892-44.6% | $62,891+9.1% |
| Participation rate | 86.1% | 73.0%+13.1pp | 81.4%+4.7pp | 69.3%+16.8pp |
| Annual return | -2.67% | 18.68%-21.4pp | 47.52%-50.2pp | 20.14%-22.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $14,254 | $4,840+194.5% | $5,984+138.2% | $3,203+345.0% |
| Admin fee / account holder | $4,917 | $4,826+1.9% | $8,357-41.2% | $4,296+14.5% |