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 | $44,038 | $69,977-37.1% | $108,579-59.4% | $62,891-30.0% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | -2.66% | 10.73%-13.4pp | -51.70%+49.0pp | 20.14%-22.8pp |
| Employer contribution / active EE | $2,082 | $2,135-2.5% | $3,758-44.6% | $2,281-8.7% |
| Participant deferral / active EE | $3,084 | $3,165-2.5% | $4,311-28.5% | $3,203-3.7% |
| Admin fee / account holder | $1,971 | $5,076-61.2% | $7,645-74.2% | $4,296-54.1% |