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 | $29,556 | $59,107-50.0% | $86,436-65.8% | $68,494-56.8% |
| Participation rate | 88.8% | 75.2%+13.5pp | 80.3%+8.4pp | 67.9%+20.9pp |
| Annual return | -19.28% | -0.23%-19.0pp | 4394.89%-4414.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $599 | $2,519-76.2% | $3,769-84.1% | $2,596-76.9% |
| Participant deferral / active EE | $7,483 | $5,901+26.8% | $6,952+7.6% | $4,027+85.8% |
| Admin fee / account holder | $1,413 | $5,637-74.9% | $6,731-79.0% | $5,403-73.8% |