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 | $48,859 | $90,503-46.0% | $78,689-37.9% | $273,961-82.2% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | -0.59% | 75.60%-76.2pp | 62.18%-62.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $276 | $3,176-91.3% | $2,851-90.3% | $4,869-94.3% |
| Participant deferral / active EE | $2,764 | $3,901-29.2% | $3,517-21.4% | $5,287-47.7% |
| Admin fee / account holder | $985 | $5,263-81.3% | $4,510-78.2% | $10,132-90.3% |