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 | $80,326 | $87,013-7.7% | $106,213-24.4% | $80,856-0.7% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.6%+15.7pp |
| Annual return | -2.84% | 17.05%-19.9pp | 116.14%-119.0pp | 35.59%-38.4pp |
| Employer contribution / active EE | $2,778 | $2,395+16.0% | $3,171-12.4% | $2,755+0.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,823 | $8,431-7.2% | $11,033-29.1% | $6,918+13.1% |