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 | $10,670 | $42,383-74.8% | $76,523-86.1% | $64,186-83.4% |
| Participation rate | 71.9% | 58.1%+13.7pp | 68.0%+3.9pp | 69.6%+2.3pp |
| Annual return | -10.53% | -16.54%+6.0pp | -0.27%-10.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $465 | $1,563-70.3% | $2,647-82.4% | $2,381-80.5% |
| Participant deferral / active EE | $2,375 | $2,566-7.5% | $3,835-38.1% | $3,470-31.6% |
| Admin fee / account holder | $485 | $3,198-84.8% | $4,848-90.0% | $4,888-90.1% |