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 | $28,222 | $81,208-65.2% | $98,907-71.5% | $79,858-64.7% |
| Participation rate | 91.5% | 72.5%+19.0pp | 76.0%+15.5pp | 69.6%+21.9pp |
| Annual return | 0.78% | 60.99%-60.2pp | 196.43%-195.6pp | 31.71%-30.9pp |
| Employer contribution / active EE | $955 | $1,960-51.3% | $2,689-64.5% | $2,471-61.4% |
| Participant deferral / active EE | $1,956 | $3,265-40.1% | $4,244-53.9% | $3,740-47.7% |
| Admin fee / account holder | $3,964 | $6,013-34.1% | $6,642-40.3% | $5,306-25.3% |