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 | $66,676 | $69,977-4.7% | $108,579-38.6% | $62,891+6.0% |
| Participation rate | 83.0% | 72.9%+10.1pp | 79.6%+3.4pp | 69.3%+13.7pp |
| Annual return | -2.99% | 10.73%-13.7pp | -51.70%+48.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $2,340 | $2,135+9.6% | $3,758-37.7% | $2,281+2.6% |
| Participant deferral / active EE | $4,609 | $3,165+45.6% | $4,311+6.9% | $3,203+43.9% |
| Admin fee / account holder | $3,344 | $5,076-34.1% | $7,645-56.3% | $4,296-22.1% |