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 | $24,681 | $57,354-57.0% | $83,848-70.6% | $64,186-61.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -9.84% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $889 | $2,545-65.1% | $3,631-75.5% | $2,381-62.7% |
| Participant deferral / active EE | $3,285 | $2,993+9.8% | $4,082-19.5% | $3,470-5.3% |
| Admin fee / account holder | $564 | $4,046-86.1% | $5,478-89.7% | $4,888-88.5% |