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 | $41,692 | $43,327-3.8% | $59,878-30.4% | $64,186-35.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.52% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $4,531 | $2,028+123.3% | $2,722+66.5% | $2,381+90.3% |
| Participant deferral / active EE | $3,448 | $2,546+35.4% | $3,402+1.3% | $3,470-0.6% |
| Admin fee / account holder | $3,469 | $3,005+15.4% | $3,590-3.4% | $4,888-29.0% |