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 | $67,967 | $69,977-2.9% | $108,579-37.4% | $62,891+8.1% |
| Participation rate | 93.5% | 72.9%+20.6pp | 79.6%+13.9pp | 69.3%+24.2pp |
| Annual return | -0.36% | 10.73%-11.1pp | -51.70%+51.3pp | 20.14%-20.5pp |
| Employer contribution / active EE | $498 | $2,135-76.7% | $3,758-86.8% | $2,281-78.2% |
| Participant deferral / active EE | $2,880 | $3,165-9.0% | $4,311-33.2% | $3,203-10.1% |
| Admin fee / account holder | $815 | $5,076-84.0% | $7,645-89.3% | $4,296-81.0% |