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 5-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 | $43,956 | $52,903-16.9% | $73,307-40.0% | $59,632-26.3% |
| Participation rate | 87.4% | 68.2%+19.1pp | 74.9%+12.4pp | 68.7%+18.7pp |
| Annual return | -3.39% | 12.20%-15.6pp | 5.67%-9.1pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $1,718 | $1,909-10.0% | $3,237-46.9% | $2,203-22.0% |
| Participant deferral / active EE | $3,100 | $4,069-23.8% | $4,991-37.9% | $3,192-2.9% |
| Admin fee / account holder | $2,706 | $3,834-29.4% | $5,637-52.0% | $4,297-37.0% |