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 | $66,460 | $88,042-24.5% | $138,135-51.9% | $79,858-16.8% |
| Participation rate | 98.3% | 71.4%+26.9pp | 78.7%+19.6pp | 69.6%+28.6pp |
| Annual return | -2.25% | 20.58%-22.8pp | 20.51%-22.8pp | 31.71%-34.0pp |
| Employer contribution / active EE | $2,030 | $3,103-34.6% | $5,587-63.7% | $2,471-17.8% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,769 | $7,791-38.8% | $11,856-59.8% | $5,306-10.1% |