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 7-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 | $84,928 | $62,573+35.7% | $85,682-0.9% | $85,850-1.1% |
| Participation rate | 71.1% | 61.1%+9.9pp | 69.9%+1.2pp | 69.3%+1.7pp |
| Annual return | -1.31% | 23.77%-25.1pp | 21.49%-22.8pp | 318.53%-319.8pp |
| Employer contribution / active EE | $1,205 | $1,757-31.4% | $2,618-54.0% | $2,565-53.0% |
| Participant deferral / active EE | $5,412 | $2,802+93.1% | $3,923+38.0% | $3,952+37.0% |
| Admin fee / account holder | $3,039 | $4,640-34.5% | $6,873-55.8% | $6,260-51.4% |