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 | $36,170 | $99,341-63.6% | $84,750-57.3% | $273,961-86.8% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | -2.94% | 22.93%-25.9pp | 22.78%-25.7pp | 41.45%-44.4pp |
| Employer contribution / active EE | $1,162 | $4,214-72.4% | $3,574-67.5% | $4,869-76.1% |
| Participant deferral / active EE | $1,199 | $4,269-71.9% | $3,712-67.7% | $5,287-77.3% |
| Admin fee / account holder | $1,018 | $6,644-84.7% | $5,332-80.9% | $10,132-89.9% |