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 | $19,002 | $39,122-51.4% | $57,179-66.8% | $62,891-69.8% |
| Participation rate | 95.1% | 70.5%+24.6pp | 75.3%+19.7pp | 69.3%+25.8pp |
| Annual return | -0.41% | 9.23%-9.6pp | 14.59%-15.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $659 | $1,874-64.8% | $2,682-75.4% | $2,281-71.1% |
| Participant deferral / active EE | $1,249 | $2,374-47.4% | $3,096-59.7% | $3,203-61.0% |
| Admin fee / account holder | $2,606 | $2,592+0.5% | $3,139-17.0% | $4,296-39.3% |