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 | $56,116 | $84,233-33.4% | $170,442-67.1% | $70,131-20.0% |
| Participation rate | 90.4% | 70.8%+19.6pp | 83.6%+6.8pp | 69.5%+20.9pp |
| Annual return | 2.50% | 23.06%-20.6pp | 205.93%-203.4pp | 73.14%-70.6pp |
| Employer contribution / active EE | $1,342 | $3,387-60.4% | $5,433-75.3% | $2,342-42.7% |
| Participant deferral / active EE | $2,199 | $3,086-28.7% | $4,939-55.5% | $3,332-34.0% |
| Admin fee / account holder | $1,910 | $5,698-66.5% | $13,880-86.2% | $4,645-58.9% |