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 | $60,986 | $71,883-15.2% | $86,677-29.6% | $68,494-11.0% |
| Participation rate | 90.4% | 72.2%+18.2pp | 76.6%+13.8pp | 67.9%+22.5pp |
| Annual return | -32.76% | 3.52%-36.3pp | 35.91%-68.7pp | -7.84%-24.9pp |
| Employer contribution / active EE | $3,145 | $2,173+44.7% | $2,836+10.9% | $2,596+21.1% |
| Participant deferral / active EE | $3,481 | $3,779-7.9% | $4,656-25.2% | $4,027-13.6% |
| Admin fee / account holder | $1,329 | $6,112-78.2% | $7,493-82.3% | $5,403-75.4% |