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 | $58,090 | $113,935-49.0% | $94,224-38.3% | $125,391-53.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.27% | 5.29%-11.6pp | 10.68%-16.9pp | 282.22%-288.5pp |
| Employer contribution / active EE | $6,251 | $4,727+32.2% | $3,587+74.3% | $4,866+28.5% |
| Participant deferral / active EE | $8,296 | $5,179+60.2% | $4,320+92.0% | $5,352+55.0% |
| Admin fee / account holder | $314 | $8,391-96.3% | $6,269-95.0% | $9,540-96.7% |