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 | $57,328 | $57,3540% | $83,848-31.6% | $64,186-10.7% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -11.01% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,504 | $2,545-1.6% | $3,631-31.0% | $2,381+5.2% |
| Participant deferral / active EE | $5,441 | $2,993+81.8% | $4,082+33.3% | $3,470+56.8% |
| Admin fee / account holder | $437 | $4,046-89.2% | $5,478-92.0% | $4,888-91.1% |