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 | $28,112 | $99,341-71.7% | $84,750-66.8% | $273,961-89.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | -9.20% | 22.93%-32.1pp | 22.78%-32.0pp | 41.45%-50.7pp |
| Employer contribution / active EE | $808 | $4,214-80.8% | $3,574-77.4% | $4,869-83.4% |
| Participant deferral / active EE | $2,641 | $4,269-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $1,577 | $6,644-76.3% | $5,332-70.4% | $10,132-84.4% |