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 | $27,550 | $67,411-59.1% | $91,001-69.7% | $70,131-60.7% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 9.55% | -40.16%+49.7pp | 4.60%+5.0pp | 73.14%-63.6pp |
| Employer contribution / active EE | $497 | $1,786-72.2% | $2,456-79.7% | $2,342-78.8% |
| Participant deferral / active EE | $2,773 | $2,823-1.8% | $3,547-21.8% | $3,332-16.8% |
| Admin fee / account holder | $1,159 | $4,236-72.6% | $5,417-78.6% | $4,645-75.0% |