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 9-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 | $34,359 | $45,073-23.8% | $69,455-50.5% | $72,985-52.9% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.2pp | 69.5%+23.4pp |
| Annual return | 0.64% | 22.65%-22.0pp | 28.97%-28.3pp | 81.00%-80.4pp |
| Employer contribution / active EE | $607 | $2,054-70.5% | $2,779-78.2% | $2,440-75.1% |
| Participant deferral / active EE | $887 | $2,602-65.9% | $3,535-74.9% | $3,607-75.4% |
| Admin fee / account holder | $1,063 | $3,056-65.2% | $3,839-72.3% | $5,124-79.3% |