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 | $68,652 | $95,193-27.9% | $76,523-10.3% | $135,375-49.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -14.25% | 4.85%-19.1pp | -0.27%-14.0pp | 519.73%-534.0pp |
| Employer contribution / active EE | $4,367 | $3,302+32.2% | $2,647+65.0% | $4,779-8.6% |
| Participant deferral / active EE | $5,480 | $4,639+18.1% | $3,835+42.9% | $5,609-2.3% |
| Admin fee / account holder | $558 | $6,249-91.1% | $4,848-88.5% | $10,827-94.8% |