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 | $75,187 | $71,883+4.6% | $86,677-13.3% | $68,494+9.8% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -20.95% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,863 | $2,173-14.3% | $2,836-34.3% | $2,596-28.3% |
| Participant deferral / active EE | $5,162 | $3,779+36.6% | $4,656+10.9% | $4,027+28.2% |
| Admin fee / account holder | $609 | $6,112-90.0% | $7,493-91.9% | $5,403-88.7% |