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 | $28,700 | $39,122-26.6% | $57,179-49.8% | $62,891-54.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -3.76% | 9.23%-13.0pp | 14.59%-18.3pp | 20.14%-23.9pp |
| Employer contribution / active EE | $717 | $1,874-61.7% | $2,682-73.3% | $2,281-68.6% |
| Participant deferral / active EE | $3,107 | $2,374+30.9% | $3,096+0.4% | $3,203-3.0% |
| Admin fee / account holder | $2,375 | $2,592-8.4% | $3,139-24.3% | $4,296-44.7% |