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 | $53,896 | $58,828-8.4% | $77,999-30.9% | $62,891-14.3% |
| Participation rate | 71.2% | 71.1%+0.1pp | 75.5%-4.4pp | 69.3%+1.8pp |
| Annual return | 3.68% | 17.16%-13.5pp | 425.96%-422.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,841 | $2,686-31.4% | $3,497-47.3% | $3,203-42.5% |
| Admin fee / account holder | $2,210 | $4,393-49.7% | $5,480-59.7% | $4,296-48.5% |