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 | $31,960 | $67,411-52.6% | $91,001-64.9% | $70,131-54.4% |
| Participation rate | 91.8% | 71.4%+20.5pp | 75.6%+16.2pp | 69.5%+22.3pp |
| Annual return | 11.99% | -40.16%+52.2pp | 4.60%+7.4pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,224 | $1,786-31.4% | $2,456-50.1% | $2,342-47.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,486 | $4,236-41.3% | $5,417-54.1% | $4,645-46.5% |