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 8-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 | $60,811 | $71,883-15.4% | $86,677-29.8% | $68,494-11.2% |
| Participation rate | 82.0% | 72.2%+9.8pp | 76.6%+5.4pp | 67.9%+14.1pp |
| Annual return | -20.45% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,289 | $2,173+51.4% | $2,836+16.0% | $2,596+26.7% |
| Participant deferral / active EE | $6,241 | $3,779+65.2% | $4,656+34.0% | $4,027+55.0% |
| Admin fee / account holder | $3,157 | $6,112-48.3% | $7,493-57.9% | $5,403-41.6% |