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 | $28,593 | $39,122-26.9% | $57,179-50.0% | $62,891-54.5% |
| Participation rate | 96.0% | 70.5%+25.5pp | 75.3%+20.7pp | 69.3%+26.7pp |
| Annual return | 0.12% | 9.23%-9.1pp | 14.59%-14.5pp | 20.14%-20.0pp |
| Employer contribution / active EE | $877 | $1,874-53.2% | $2,682-67.3% | $2,281-61.5% |
| Participant deferral / active EE | $1,840 | $2,374-22.5% | $3,096-40.6% | $3,203-42.5% |
| Admin fee / account holder | $1,358 | $2,592-47.6% | $3,139-56.7% | $4,296-68.4% |