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 | $46,332 | $56,277-17.7% | $80,975-42.8% | $62,891-26.3% |
| Participation rate | 98.5% | 69.0%+29.6pp | 75.8%+22.7pp | 69.3%+29.2pp |
| Annual return | -0.46% | 22.12%-22.6pp | 17.10%-17.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,515 | $4,195-40.0% | $5,696-55.8% | $3,203-21.5% |
| Admin fee / account holder | $1,403 | $3,741-62.5% | $5,516-74.6% | $4,296-67.3% |