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 | $52,003 | $65,365-20.4% | $92,893-44.0% | $72,985-28.7% |
| Participation rate | 80.3% | 68.3%+11.9pp | 76.0%+4.3pp | 69.5%+10.8pp |
| Annual return | 0.75% | 42.10%-41.4pp | 109.41%-108.7pp | 81.00%-80.3pp |
| Employer contribution / active EE | $761 | $2,594-70.7% | $3,653-79.2% | $2,440-68.8% |
| Participant deferral / active EE | $3,875 | $3,128+23.9% | $4,236-8.5% | $3,607+7.4% |
| Admin fee / account holder | $636 | $4,251-85.0% | $5,794-89.0% | $5,124-87.6% |