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 | $76,779 | $71,883+6.8% | $86,677-11.4% | $68,494+12.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.87% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,969 | $2,173-9.4% | $2,836-30.6% | $2,596-24.1% |
| Participant deferral / active EE | $4,485 | $3,779+18.7% | $4,656-3.7% | $4,027+11.4% |
| Admin fee / account holder | $1,625 | $6,112-73.4% | $7,493-78.3% | $5,403-69.9% |