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 | $82,637 | $71,883+15.0% | $86,677-4.7% | $68,494+20.6% |
| Participation rate | 94.6% | 72.2%+22.4pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | -19.09% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,110 | $2,173+89.1% | $2,836+44.9% | $2,596+58.3% |
| Participant deferral / active EE | $19,783 | $3,779+423.6% | $4,656+324.9% | $4,027+391.2% |
| Admin fee / account holder | $6,031 | $6,112-1.3% | $7,493-19.5% | $5,403+11.6% |