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 | $31,432 | $49,227-36.2% | $70,449-55.4% | $79,858-60.6% |
| Participation rate | 78.8% | 69.2%+9.7pp | 75.1%+3.8pp | 69.6%+9.2pp |
| Annual return | 3.99% | 30.06%-26.1pp | 109.03%-105.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,334 | $2,099-36.5% | $2,737-51.3% | $2,471-46.0% |
| Participant deferral / active EE | $2,845 | $2,768+2.8% | $3,709-23.3% | $3,740-23.9% |
| Admin fee / account holder | $5,560 | $2,878+93.2% | $3,845+44.6% | $5,306+4.8% |