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 | $37,599 | $67,411-44.2% | $91,001-58.7% | $70,131-46.4% |
| Participation rate | 90.9% | 71.4%+19.5pp | 75.6%+15.3pp | 69.5%+21.4pp |
| Annual return | 9.59% | -40.16%+49.8pp | 4.60%+5.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $2,125 | $1,786+19.0% | $2,456-13.4% | $2,342-9.3% |
| Participant deferral / active EE | $1,733 | $2,823-38.6% | $3,547-51.1% | $3,332-48.0% |
| Admin fee / account holder | $2,669 | $4,236-37.0% | $5,417-50.7% | $4,645-42.6% |