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 | $16,560 | $43,327-61.8% | $59,878-72.3% | $64,186-74.2% |
| Participation rate | 95.4% | 69.2%+26.2pp | 74.7%+20.7pp | 69.6%+25.8pp |
| Annual return | -8.20% | -1.55%-6.7pp | 3.46%-11.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $986 | $2,028-51.4% | $2,722-63.8% | $2,381-58.6% |
| Participant deferral / active EE | $3,206 | $2,546+25.9% | $3,402-5.7% | $3,470-7.6% |
| Admin fee / account holder | $1,347 | $3,005-55.2% | $3,590-62.5% | $4,888-72.4% |