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 8-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 | $75,359 | $71,883+4.8% | $86,677-13.1% | $68,494+10.0% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.0pp |
| Annual return | -19.69% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,519 | $2,173+15.9% | $2,836-11.2% | $2,596-3.0% |
| Participant deferral / active EE | $5,786 | $3,779+53.1% | $4,656+24.3% | $4,027+43.7% |
| Admin fee / account holder | $13,693 | $6,112+124.0% | $7,493+82.7% | $5,403+153.4% |