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 | $19,175 | $45,566-57.9% | $64,105-70.1% | $59,632-67.8% |
| Participation rate | 76.7% | 60.2%+16.5pp | 68.2%+8.5pp | 68.7%+8.0pp |
| Annual return | -3.56% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $623 | $934-33.3% | $1,820-65.8% | $2,203-71.7% |
| Participant deferral / active EE | $2,232 | $2,057+8.5% | $2,822-20.9% | $3,192-30.1% |
| Admin fee / account holder | $1,535 | $3,268-53.0% | $4,499-65.9% | $4,297-64.3% |