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 | $55,715 | $39,534+40.9% | $46,225+20.5% | $62,891-11.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | -1.55% | 8.93%-10.5pp | 7.57%-9.1pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,403 | $2,646-47.0% | $3,424-59.0% | $2,281-38.5% |
| Participant deferral / active EE | $1,475 | $2,681-45.0% | $3,776-60.9% | $3,203-53.9% |
| Admin fee / account holder | $949 | $2,464-61.5% | $3,519-73.0% | $4,296-77.9% |