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 | $26,775 | $48,076-44.3% | $78,689-66.0% | $62,891-57.4% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+19.9pp | 69.3%+24.2pp |
| Annual return | -1.33% | 31.35%-32.7pp | 62.18%-63.5pp | 20.14%-21.5pp |
| Employer contribution / active EE | $596 | $2,015-70.4% | $2,851-79.1% | $2,281-73.9% |
| Participant deferral / active EE | $1,824 | $2,588-29.5% | $3,517-48.1% | $3,203-43.0% |
| Admin fee / account holder | $3,991 | $3,207+24.4% | $4,510-11.5% | $4,296-7.1% |