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 | $65,026 | $100,754-35.5% | $86,677-25.0% | $134,475-51.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.84% | 29.04%-52.9pp | 35.91%-59.7pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,320 | $3,489-62.2% | $2,836-53.4% | $4,740-72.1% |
| Participant deferral / active EE | $7,911 | $5,338+48.2% | $4,656+69.9% | $6,400+23.6% |
| Admin fee / account holder | $2,254 | $10,926-79.4% | $7,493-69.9% | $11,426-80.3% |