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 | $20,343 | $43,327-53.0% | $59,878-66.0% | $64,186-68.3% |
| Participation rate | 90.9% | 69.2%+21.7pp | 74.7%+16.2pp | 69.6%+21.3pp |
| Annual return | -8.41% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,172 | $2,028-42.2% | $2,722-56.9% | $2,381-50.8% |
| Participant deferral / active EE | $1,506 | $2,546-40.9% | $3,402-55.7% | $3,470-56.6% |
| Admin fee / account holder | $944 | $3,005-68.6% | $3,590-73.7% | $4,888-80.7% |