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 | $28,179 | $61,660-54.3% | $80,019-64.8% | $64,186-56.1% |
| Participation rate | 79.4% | 71.7%+7.7pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | -7.83% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,703 | $2,968-8.9% | $3,686-26.7% | $3,470-22.1% |
| Admin fee / account holder | $1,631 | $5,417-69.9% | $6,521-75.0% | $4,888-66.6% |