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 | $34,330 | $43,327-20.8% | $59,878-42.7% | $64,186-46.5% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | -7.29% | -1.55%-5.7pp | 3.46%-10.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $972 | $2,028-52.1% | $2,722-64.3% | $2,381-59.2% |
| Participant deferral / active EE | $1,552 | $2,546-39.1% | $3,402-54.4% | $3,470-55.3% |
| Admin fee / account holder | $669 | $3,005-77.8% | $3,590-81.4% | $4,888-86.3% |