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 | $37,783 | $67,606-44.1% | $82,313-54.1% | $70,131-46.1% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | -2.54% | 21.57%-24.1pp | 25.88%-28.4pp | 73.14%-75.7pp |
| Employer contribution / active EE | $516 | $1,755-70.6% | $2,428-78.7% | $2,342-78.0% |
| Participant deferral / active EE | $1,507 | $2,987-49.5% | $3,706-59.3% | $3,332-54.8% |
| Admin fee / account holder | $2,271 | $4,512-49.7% | $5,608-59.5% | $4,645-51.1% |