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 | $53,100 | $61,660-13.9% | $80,019-33.6% | $64,186-17.3% |
| Participation rate | 86.1% | 71.7%+14.4pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | -8.86% | -0.33%-8.5pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,836 | $1,810+56.7% | $2,468+14.9% | $2,381+19.1% |
| Participant deferral / active EE | $7,244 | $2,968+144.1% | $3,686+96.6% | $3,470+108.8% |
| Admin fee / account holder | $1,593 | $5,417-70.6% | $6,521-75.6% | $4,888-67.4% |