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 | $54,450 | $52,580+3.6% | $71,671-24.0% | $70,131-22.4% |
| Participation rate | 85.7% | 60.9%+24.8pp | 68.7%+17.0pp | 69.5%+16.2pp |
| Annual return | 0.91% | 20.25%-19.3pp | 20.65%-19.7pp | 73.14%-72.2pp |
| Employer contribution / active EE | $6,122 | $1,616+278.9% | $2,460+148.9% | $2,342+161.4% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,560 | $3,653-2.5% | $5,558-36.0% | $4,645-23.4% |