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 | $57,335 | $99,341-42.3% | $84,750-32.3% | $273,961-79.1% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -1.30% | 22.93%-24.2pp | 22.78%-24.1pp | 41.45%-42.8pp |
| Employer contribution / active EE | $802 | $4,214-81.0% | $3,574-77.6% | $4,869-83.5% |
| Participant deferral / active EE | $1,302 | $4,269-69.5% | $3,712-64.9% | $5,287-75.4% |
| Admin fee / account holder | $1,405 | $6,644-78.9% | $5,332-73.7% | $10,132-86.1% |