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 | $32,570 | $60,349-46.0% | $74,183-56.1% | $62,891-48.2% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | -0.14% | 21.37%-21.5pp | 17.74%-17.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $772 | $1,680-54.1% | $2,370-67.4% | $2,281-66.2% |
| Participant deferral / active EE | $1,577 | $2,856-44.8% | $3,550-55.6% | $3,203-50.8% |
| Admin fee / account holder | $1,288 | $4,261-69.8% | $5,586-76.9% | $4,296-70.0% |