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 | $19,680 | $52,681-62.6% | $75,781-74.0% | $59,632-67.0% |
| Participation rate | 88.4% | 67.2%+21.1pp | 75.8%+12.6pp | 68.7%+19.7pp |
| Annual return | -3.49% | 2.95%-6.4pp | 9.68%-13.2pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $2,275 | $2,193+3.7% | $3,323-31.6% | $2,203+3.3% |
| Participant deferral / active EE | $2,838 | $2,591+9.5% | $3,651-22.3% | $3,192-11.1% |
| Admin fee / account holder | $1,739 | $3,610-51.8% | $5,299-67.2% | $4,297-59.5% |