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 | $49,367 | $56,054-11.9% | $171,082-71.1% | $62,891-21.5% |
| Participation rate | 75.8% | 62.9%+12.9pp | 76.7%-0.9pp | 69.3%+6.5pp |
| Annual return | -1.80% | 22.52%-24.3pp | 32.56%-34.4pp | 20.14%-21.9pp |
| Employer contribution / active EE | $480 | $1,731-72.3% | $4,002-88.0% | $2,281-78.9% |
| Participant deferral / active EE | $2,399 | $3,158-24.0% | $4,797-50.0% | $3,203-25.1% |
| Admin fee / account holder | $800 | $3,647-78.1% | $8,520-90.6% | $4,296-81.4% |