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 | $36,966 | $78,694-53.0% | $67,652-45.4% | $125,391-70.5% |
| Participation rate | 94.7% | 78.8%+15.9pp | 75.7%+19.1pp | 83.2%+11.5pp |
| Annual return | -4.49% | 9.46%-13.9pp | 6625.04%-6629.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,239 | $3,044-59.3% | $2,266-45.3% | $4,866-74.5% |
| Participant deferral / active EE | $2,097 | $4,292-51.2% | $3,560-41.1% | $5,352-60.8% |
| Admin fee / account holder | $3,778 | $7,403-49.0% | $4,821-21.6% | $9,540-60.4% |