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 | $30,643 | $49,227-37.8% | $70,449-56.5% | $79,858-61.6% |
| Participation rate | 82.9% | 69.2%+13.7pp | 75.1%+7.8pp | 69.6%+13.2pp |
| Annual return | 2.05% | 30.06%-28.0pp | 109.03%-107.0pp | 31.71%-29.7pp |
| Employer contribution / active EE | $656 | $2,099-68.7% | $2,737-76.0% | $2,471-73.4% |
| Participant deferral / active EE | $1,304 | $2,768-52.9% | $3,709-64.8% | $3,740-65.1% |
| Admin fee / account holder | $1,663 | $2,878-42.2% | $3,845-56.7% | $5,306-68.7% |