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 | $50,822 | $76,367-33.5% | $93,606-45.7% | $72,985-30.4% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 2.14% | 25.82%-23.7pp | 32.76%-30.6pp | 81.00%-78.9pp |
| Employer contribution / active EE | $567 | $2,275-75.1% | $2,718-79.1% | $2,440-76.8% |
| Participant deferral / active EE | $2,340 | $3,538-33.9% | $4,069-42.5% | $3,607-35.1% |
| Admin fee / account holder | $17,137 | $6,838+150.6% | $7,888+117.3% | $5,124+234.4% |