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 7-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 | $29,394 | $56,897-48.3% | $84,750-65.3% | $62,891-53.3% |
| Participation rate | 81.4% | 68.5%+12.9pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | -1.53% | 6.30%-7.8pp | 22.78%-24.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,076 | $2,400-55.2% | $3,574-69.9% | $2,281-52.8% |
| Participant deferral / active EE | $1,708 | $2,709-37.0% | $3,712-54.0% | $3,203-46.7% |
| Admin fee / account holder | $1,743 | $3,581-51.3% | $5,332-67.3% | $4,296-59.4% |