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 | $62,160 | $67,411-7.8% | $91,001-31.7% | $70,131-11.4% |
| Participation rate | 73.3% | 71.4%+2.0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 8.96% | -40.16%+49.1pp | 4.60%+4.4pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,611 | $1,786-9.8% | $2,456-34.4% | $2,342-31.2% |
| Participant deferral / active EE | $1,832 | $2,823-35.1% | $3,547-48.4% | $3,332-45.0% |
| Admin fee / account holder | $1,830 | $4,236-56.8% | $5,417-66.2% | $4,645-60.6% |