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 | $11,847 | $43,327-72.7% | $59,878-80.2% | $64,186-81.5% |
| Participation rate | 72.3% | 69.2%+3.1pp | 74.7%-2.4pp | 69.6%+2.7pp |
| Annual return | -7.29% | -1.55%-5.7pp | 3.46%-10.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $635 | $2,028-68.7% | $2,722-76.7% | $2,381-73.3% |
| Participant deferral / active EE | $1,766 | $2,546-30.6% | $3,402-48.1% | $3,470-49.1% |
| Admin fee / account holder | $1,624 | $3,005-46.0% | $3,590-54.8% | $4,888-66.8% |