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 | $44,400 | $49,025-9.4% | $87,507-49.3% | $62,891-29.4% |
| Participation rate | 84.0% | 64.9%+19.1pp | 73.8%+10.2pp | 69.3%+14.7pp |
| Annual return | -3.08% | 10.02%-13.1pp | 12.21%-15.3pp | 20.14%-23.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,500 | $2,289-34.5% | $3,149-52.4% | $3,203-53.2% |
| Admin fee / account holder | $1,445 | $4,065-64.5% | $4,221-65.8% | $4,296-66.4% |