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 | $17,150 | $59,839-71.3% | $81,983-79.1% | $79,858-78.5% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.2%+24.1pp | 69.6%+23.7pp |
| Annual return | -3.22% | 17.56%-20.8pp | 41.31%-44.5pp | 31.71%-34.9pp |
| Employer contribution / active EE | $2,254 | $1,713+31.5% | $2,498-9.8% | $2,471-8.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,512 | $4,287-18.1% | $5,664-38.0% | $5,306-33.8% |