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 | $18,614 | $52,681-64.7% | $75,781-75.4% | $59,632-68.8% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.8%-2.1pp | 68.7%+5.0pp |
| Annual return | -4.96% | 2.95%-7.9pp | 9.68%-14.6pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $2,864 | $2,193+30.6% | $3,323-13.8% | $2,203+30.0% |
| Participant deferral / active EE | $3,391 | $2,591+30.9% | $3,651-7.1% | $3,192+6.3% |
| Admin fee / account holder | $1,025 | $3,610-71.6% | $5,299-80.6% | $4,297-76.1% |