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 | $31,606 | $58,577-46.0% | $83,333-62.1% | $64,186-50.8% |
| Participation rate | 96.1% | 72.0%+24.0pp | 77.8%+18.3pp | 69.6%+26.5pp |
| Annual return | -8.27% | 9.65%-17.9pp | 10.63%-18.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $345 | $2,098-83.6% | $3,379-89.8% | $2,381-85.5% |
| Participant deferral / active EE | $5,324 | $4,654+14.4% | $5,565-4.3% | $3,470+53.4% |
| Admin fee / account holder | $3,138 | $9,275-66.2% | $7,510-58.2% | $4,888-35.8% |