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 | $67,712 | $71,883-5.8% | $86,677-21.9% | $68,494-1.1% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -19.97% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,802 | $2,173-17.1% | $2,836-36.5% | $2,596-30.6% |
| Participant deferral / active EE | $6,099 | $3,779+61.4% | $4,656+31.0% | $4,027+51.4% |
| Admin fee / account holder | $6,464 | $6,112+5.8% | $7,493-13.7% | $5,403+19.6% |