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 | $53,758 | $65,041-17.3% | $90,951-40.9% | $79,858-32.7% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.0%+7.9pp | 69.6%+7.3pp |
| Annual return | 4.98% | 30.45%-25.5pp | 134.60%-129.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,117 | $2,512+24.1% | $3,373-7.6% | $3,740-16.7% |
| Admin fee / account holder | $1,752 | $4,536-61.4% | $5,959-70.6% | $5,306-67.0% |