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 | $24,358 | $72,177-66.3% | $115,037-78.8% | $59,632-59.2% |
| Participation rate | 90.1% | 72.6%+17.6pp | 81.4%+8.8pp | 68.7%+21.5pp |
| Annual return | -2.47% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,196 | $2,841-57.9% | $4,608-74.0% | $2,203-45.7% |
| Participant deferral / active EE | $2,455 | $4,783-48.7% | $6,026-59.3% | $3,192-23.1% |
| Admin fee / account holder | $2,637 | $4,927-46.5% | $8,175-67.7% | $4,297-38.6% |