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 | $68,955 | $100,754-31.6% | $86,677-20.4% | $134,475-48.7% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -21.60% | 29.04%-50.6pp | 35.91%-57.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,096 | $3,489-39.9% | $2,836-26.1% | $4,740-55.8% |
| Participant deferral / active EE | $4,878 | $5,338-8.6% | $4,656+4.8% | $6,400-23.8% |
| Admin fee / account holder | $1,051 | $10,926-90.4% | $7,493-86.0% | $11,426-90.8% |