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 | $52,612 | $72,404-27.3% | $110,238-52.3% | $64,186-18.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.01% | -6.29%-1.7pp | 314.74%-322.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $789 | $2,282-65.4% | $3,826-79.4% | $2,381-66.9% |
| Participant deferral / active EE | $3,554 | $3,469+2.4% | $4,672-23.9% | $3,470+2.4% |
| Admin fee / account holder | $6,159 | $5,664+8.7% | $8,547-27.9% | $4,888+26.0% |