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 6-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 | $29,173 | $124,425-76.6% | $112,040-74.0% | $137,256-78.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 4.52% | 24.72%-20.2pp | 24.52%-20.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,737 | $3,411+9.6% | $2,954+26.5% | $4,156-10.1% |
| Participant deferral / active EE | $5,410 | $5,718-5.4% | $5,098+6.1% | $6,407-15.6% |
| Admin fee / account holder | $3,451 | $15,207-77.3% | $12,098-71.5% | $12,270-71.9% |