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 | $71,390 | $71,883-0.7% | $86,677-17.6% | $68,494+4.2% |
| Participation rate | 87.8% | 72.2%+15.6pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -19.48% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,334 | $2,173+7.4% | $2,836-17.7% | $2,596-10.1% |
| Participant deferral / active EE | $5,567 | $3,779+47.3% | $4,656+19.6% | $4,027+38.2% |
| Admin fee / account holder | $5,780 | $6,112-5.4% | $7,493-22.9% | $5,403+7.0% |