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 | $36,164 | $61,660-41.3% | $80,019-54.8% | $64,186-43.7% |
| Participation rate | 94.4% | 71.7%+22.8pp | 75.8%+18.6pp | 69.6%+24.9pp |
| Annual return | -8.12% | -0.33%-7.8pp | 11.22%-19.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $6,390 | $1,810+253.0% | $2,468+158.9% | $2,381+168.4% |
| Participant deferral / active EE | $10,190 | $2,968+243.4% | $3,686+176.5% | $3,470+193.7% |
| Admin fee / account holder | $1,975 | $5,417-63.5% | $6,521-69.7% | $4,888-59.6% |