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 | $21,929 | $52,681-58.4% | $75,781-71.1% | $59,632-63.2% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.8%+16.9pp | 68.7%+24.0pp |
| Annual return | -5.20% | 2.95%-8.2pp | 9.68%-14.9pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $2,745 | $2,193+25.2% | $3,323-17.4% | $2,203+24.6% |
| Participant deferral / active EE | $2,211 | $2,591-14.6% | $3,651-39.4% | $3,192-30.7% |
| Admin fee / account holder | $752 | $3,610-79.2% | $5,299-85.8% | $4,297-82.5% |