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 | $83,846 | $90,503-7.4% | $78,689+6.6% | $273,961-69.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.73% | 75.60%-74.9pp | 62.18%-61.4pp | 41.45%-40.7pp |
| Employer contribution / active EE | $3,774 | $3,176+18.8% | $2,851+32.4% | $4,869-22.5% |
| Participant deferral / active EE | $2,391 | $3,901-38.7% | $3,517-32.0% | $5,287-54.8% |
| Admin fee / account holder | $5,789 | $5,263+10.0% | $4,510+28.3% | $10,132-42.9% |