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 9-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 | $12,292 | $39,122-68.6% | $57,179-78.5% | $62,891-80.5% |
| Participation rate | 82.0% | 70.5%+11.5pp | 75.3%+6.7pp | 69.3%+12.7pp |
| Annual return | -3.29% | 9.23%-12.5pp | 14.59%-17.9pp | 20.14%-23.4pp |
| Employer contribution / active EE | $956 | $1,874-49.0% | $2,682-64.4% | $2,281-58.1% |
| Participant deferral / active EE | $1,750 | $2,374-26.3% | $3,096-43.5% | $3,203-45.4% |
| Admin fee / account holder | $2,079 | $2,592-19.8% | $3,139-33.8% | $4,296-51.6% |