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 9-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 | $46,198 | $90,503-49.0% | $78,689-41.3% | $273,961-83.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 0.37% | 75.60%-75.2pp | 62.18%-61.8pp | 41.45%-41.1pp |
| Employer contribution / active EE | $223 | $3,176-93.0% | $2,851-92.2% | $4,869-95.4% |
| Participant deferral / active EE | $1,668 | $3,901-57.2% | $3,517-52.6% | $5,287-68.4% |
| Admin fee / account holder | $7,284 | $5,263+38.4% | $4,510+61.5% | $10,132-28.1% |