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 | $74,093 | $67,411+9.9% | $91,001-18.6% | $70,131+5.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 6.52% | -40.16%+46.7pp | 4.60%+1.9pp | 73.14%-66.6pp |
| Employer contribution / active EE | $6,998 | $1,786+291.8% | $2,456+185.0% | $2,342+198.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,534 | $4,236-40.2% | $5,417-53.2% | $4,645-45.4% |