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 | $29,247 | $49,227-40.6% | $70,449-58.5% | $79,858-63.4% |
| Participation rate | 76.0% | 69.2%+6.9pp | 75.1%+1.0pp | 69.6%+6.4pp |
| Annual return | 1.29% | 30.06%-28.8pp | 109.03%-107.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $2,809 | $2,099+33.8% | $2,737+2.7% | $2,471+13.7% |
| Participant deferral / active EE | $3,237 | $2,768+16.9% | $3,709-12.7% | $3,740-13.5% |
| Admin fee / account holder | $6,534 | $2,878+127.0% | $3,845+69.9% | $5,306+23.1% |