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 | $25,826 | $43,327-40.4% | $59,878-56.9% | $64,186-59.8% |
| Participation rate | 72.6% | 69.2%+3.5pp | 74.7%-2.1pp | 69.6%+3.1pp |
| Annual return | -7.03% | -1.55%-5.5pp | 3.46%-10.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $894 | $2,028-55.9% | $2,722-67.1% | $2,381-62.4% |
| Participant deferral / active EE | $2,170 | $2,546-14.8% | $3,402-36.2% | $3,470-37.5% |
| Admin fee / account holder | $447 | $3,005-85.1% | $3,590-87.5% | $4,888-90.8% |