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 | $55,944 | $39,122+43.0% | $57,179-2.2% | $62,891-11.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.22% | 9.23%-9.0pp | 14.59%-14.4pp | 20.14%-19.9pp |
| Employer contribution / active EE | $398 | $1,874-78.8% | $2,682-85.2% | $2,281-82.6% |
| Participant deferral / active EE | $3,545 | $2,374+49.3% | $3,096+14.5% | $3,203+10.7% |
| Admin fee / account holder | $3,399 | $2,592+31.2% | $3,139+8.3% | $4,296-20.9% |