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 | $24,412 | $42,383-42.4% | $76,523-68.1% | $64,186-62.0% |
| Participation rate | 93.1% | 58.1%+35.0pp | 68.0%+25.1pp | 69.6%+23.5pp |
| Annual return | -9.35% | -16.54%+7.2pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $762 | $1,563-51.3% | $2,647-71.2% | $2,381-68.0% |
| Participant deferral / active EE | $2,680 | $2,566+4.4% | $3,835-30.1% | $3,470-22.8% |
| Admin fee / account holder | $1,502 | $3,198-53.0% | $4,848-69.0% | $4,888-69.3% |