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 10-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 | $66,688 | $71,883-7.2% | $86,677-23.1% | $68,494-2.6% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -20.85% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,945 | $2,173+81.6% | $2,836+39.1% | $2,596+51.9% |
| Participant deferral / active EE | $3,640 | $3,779-3.7% | $4,656-21.8% | $4,027-9.6% |
| Admin fee / account holder | $2,611 | $6,112-57.3% | $7,493-65.1% | $5,403-51.7% |