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 | $30,218 | $62,586-51.7% | $76,768-60.6% | $64,186-52.9% |
| Participation rate | 72.9% | 72.8%0pp | 77.0%-4.1pp | 69.6%+3.3pp |
| Annual return | -7.88% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $559 | $1,832-69.5% | $2,485-77.5% | $2,381-76.5% |
| Participant deferral / active EE | $2,366 | $3,145-24.8% | $3,852-38.6% | $3,470-31.8% |
| Admin fee / account holder | $3,009 | $4,667-35.5% | $6,675-54.9% | $4,888-38.4% |