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 | $11,686 | $39,122-70.1% | $57,179-79.6% | $62,891-81.4% |
| Participation rate | 70.2% | 70.5%-0.3pp | 75.3%-5.2pp | 69.3%+0.9pp |
| Annual return | -0.72% | 9.23%-10.0pp | 14.59%-15.3pp | 20.14%-20.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,220 | $2,374-6.5% | $3,096-28.3% | $3,203-30.7% |
| Admin fee / account holder | $658 | $2,592-74.6% | $3,139-79.0% | $4,296-84.7% |