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 | $18,817 | $49,280-61.8% | $67,313-72.0% | $64,186-70.7% |
| Participation rate | 76.3% | 60.8%+15.5pp | 69.1%+7.2pp | 69.6%+6.7pp |
| Annual return | -8.76% | -1.39%-7.4pp | -4.08%-4.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $924 | $1,668-44.6% | $2,566-64.0% | $2,381-61.2% |
| Participant deferral / active EE | $2,057 | $2,484-17.2% | $3,568-42.3% | $3,470-40.7% |
| Admin fee / account holder | $1,561 | $3,863-59.6% | $4,507-65.4% | $4,888-68.1% |