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 | $63,894 | $71,883-11.1% | $86,677-26.3% | $68,494-6.7% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -19.85% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,749 | $2,173+26.5% | $2,836-3.1% | $2,596+5.9% |
| Participant deferral / active EE | $3,855 | $3,779+2.0% | $4,656-17.2% | $4,027-4.3% |
| Admin fee / account holder | $16,561 | $6,112+171.0% | $7,493+121.0% | $5,403+206.5% |