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 8-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 | $51,154 | $69,977-26.9% | $108,579-52.9% | $62,891-18.7% |
| Participation rate | 78.6% | 72.9%+5.7pp | 79.6%-1.0pp | 69.3%+9.3pp |
| Annual return | -0.65% | 10.73%-11.4pp | -51.70%+51.0pp | 20.14%-20.8pp |
| Employer contribution / active EE | $994 | $2,135-53.5% | $3,758-73.6% | $2,281-56.4% |
| Participant deferral / active EE | $2,448 | $3,165-22.6% | $4,311-43.2% | $3,203-23.6% |
| Admin fee / account holder | $2,515 | $5,076-50.5% | $7,645-67.1% | $4,296-41.5% |