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 7-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 | $68,585 | $99,341-31.0% | $84,750-19.1% | $273,961-75.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.63% | 22.93%-26.6pp | 22.78%-26.4pp | 41.45%-45.1pp |
| Employer contribution / active EE | $11,667 | $4,214+176.9% | $3,574+226.4% | $4,869+139.6% |
| Participant deferral / active EE | $7,667 | $4,269+79.6% | $3,712+106.6% | $5,287+45.0% |
| Admin fee / account holder | $1,215 | $6,644-81.7% | $5,332-77.2% | $10,132-88.0% |