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 | $32,843 | $45,073-27.1% | $69,455-52.7% | $72,985-55.0% |
| Participation rate | 73.0% | 68.5%+4.5pp | 74.6%-1.6pp | 69.5%+3.5pp |
| Annual return | 3.61% | 22.65%-19.0pp | 28.97%-25.4pp | 81.00%-77.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,901 | $2,602+11.5% | $3,535-17.9% | $3,607-19.6% |
| Admin fee / account holder | $876 | $3,056-71.3% | $3,839-77.2% | $5,124-82.9% |