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 | $24,707 | $49,227-49.8% | $70,449-64.9% | $79,858-69.1% |
| Participation rate | 92.8% | 69.2%+23.6pp | 75.1%+17.7pp | 69.6%+23.1pp |
| Annual return | 3.07% | 30.06%-27.0pp | 109.03%-106.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $2,231 | $2,099+6.3% | $2,737-18.5% | $2,471-9.7% |
| Participant deferral / active EE | $4,453 | $2,768+60.9% | $3,709+20.1% | $3,740+19.1% |
| Admin fee / account holder | $1,411 | $2,878-51.0% | $3,845-63.3% | $5,306-73.4% |