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 10-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 | $69,574 | $72,404-3.9% | $110,238-36.9% | $64,186+8.4% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.3pp |
| Annual return | -7.98% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,556 | $2,282+12.0% | $3,826-33.2% | $2,381+7.4% |
| Participant deferral / active EE | $5,253 | $3,469+51.4% | $4,672+12.4% | $3,470+51.4% |
| Admin fee / account holder | $17,686 | $5,664+212.2% | $8,547+106.9% | $4,888+261.8% |