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 | $74,648 | $72,492+3.0% | $87,100-14.3% | $72,985+2.3% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 2.90% | 24.46%-21.6pp | 28.19%-25.3pp | 81.00%-78.1pp |
| Employer contribution / active EE | $5,175 | $1,894+173.2% | $2,521+105.2% | $2,440+112.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,918 | $5,055-42.3% | $7,497-61.1% | $5,124-43.1% |