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 | $26,033 | $99,341-73.8% | $84,750-69.3% | $273,961-90.5% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | -1.64% | 22.93%-24.6pp | 22.78%-24.4pp | 41.45%-43.1pp |
| Employer contribution / active EE | $768 | $4,214-81.8% | $3,574-78.5% | $4,869-84.2% |
| Participant deferral / active EE | $1,789 | $4,269-58.1% | $3,712-51.8% | $5,287-66.2% |
| Admin fee / account holder | $1,164 | $6,644-82.5% | $5,332-78.2% | $10,132-88.5% |