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 | $56,598 | $58,828-3.8% | $77,999-27.4% | $62,891-10.0% |
| Participation rate | 90.9% | 71.1%+19.8pp | 75.5%+15.4pp | 69.3%+21.6pp |
| Annual return | -2.02% | 17.16%-19.2pp | 425.96%-428.0pp | 20.14%-22.2pp |
| Employer contribution / active EE | $387 | $1,672-76.8% | $2,470-84.3% | $2,281-83.0% |
| Participant deferral / active EE | $2,667 | $2,686-0.7% | $3,497-23.7% | $3,203-16.7% |
| Admin fee / account holder | $1,425 | $4,393-67.6% | $5,480-74.0% | $4,296-66.8% |