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 | $20,230 | $53,162-61.9% | $91,220-77.8% | $68,494-70.5% |
| Participation rate | 76.9% | 63.2%+13.7pp | 73.2%+3.7pp | 67.9%+9.0pp |
| Annual return | -20.05% | -3.14%-16.9pp | 114.01%-134.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $739 | $1,709-56.8% | $2,850-74.1% | $2,596-71.5% |
| Participant deferral / active EE | $3,064 | $2,974+3.0% | $4,234-27.6% | $4,027-23.9% |
| Admin fee / account holder | $1,435 | $4,493-68.1% | $5,420-73.5% | $5,403-73.4% |