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 | $22,998 | $39,122-41.2% | $57,179-59.8% | $62,891-63.4% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.7pp | 69.3%+28.7pp |
| Annual return | 0.93% | 9.23%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $3,553 | $1,874+89.6% | $2,682+32.5% | $2,281+55.8% |
| Participant deferral / active EE | $1,386 | $2,374-41.6% | $3,096-55.2% | $3,203-56.7% |
| Admin fee / account holder | $899 | $2,592-65.3% | $3,139-71.4% | $4,296-79.1% |