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 | $79,763 | $93,071-14.3% | $74,583+6.9% | $273,961-70.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -2.14% | 26.18%-28.3pp | 20.47%-22.6pp | 41.45%-43.6pp |
| Employer contribution / active EE | $973 | $3,160-69.2% | $2,525-61.5% | $4,869-80.0% |
| Participant deferral / active EE | $5,852 | $4,160+40.7% | $3,458+69.2% | $5,287+10.7% |
| Admin fee / account holder | $20,210 | $5,272+283.3% | $4,138+388.4% | $10,132+99.5% |