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 9-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 | $89,710 | $76,552+17.2% | $123,892-27.6% | $62,891+42.6% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | -1.40% | 18.68%-20.1pp | 47.52%-48.9pp | 20.14%-21.5pp |
| Employer contribution / active EE | $2,559 | $2,883-11.2% | $4,617-44.6% | $2,281+12.2% |
| Participant deferral / active EE | $6,591 | $4,840+36.2% | $5,984+10.1% | $3,203+105.8% |
| Admin fee / account holder | $3,208 | $4,826-33.5% | $8,357-61.6% | $4,296-25.3% |