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 | $51,478 | $97,125-47.0% | $86,233-40.3% | $137,256-62.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 2.95% | 74.19%-71.2pp | 61.39%-58.4pp | 220.34%-217.4pp |
| Employer contribution / active EE | $5,593 | $2,841+96.8% | $2,504+123.3% | $4,156+34.6% |
| Participant deferral / active EE | $5,744 | $5,180+10.9% | $4,559+26.0% | $6,407-10.3% |
| Admin fee / account holder | $289,434 | $9,725+2876.3% | $8,342+3369.5% | $12,270+2258.8% |