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 | $52,197 | $136,307-61.7% | $106,619-51.0% | $273,961-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -6.17% | 11.05%-17.2pp | 9.42%-15.6pp | 41.45%-47.6pp |
| Employer contribution / active EE | $1,727 | $5,190-66.7% | $3,947-56.2% | $4,869-64.5% |
| Participant deferral / active EE | $3,482 | $4,969-29.9% | $3,930-11.4% | $5,287-34.1% |
| Admin fee / account holder | $4,420 | $8,625-48.8% | $6,418-31.1% | $10,132-56.4% |