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 | $49,614 | $78,694-37.0% | $67,652-26.7% | $125,391-60.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -7.01% | 9.46%-16.5pp | 6625.04%-6632.1pp | 282.22%-289.2pp |
| Employer contribution / active EE | $2,348 | $3,044-22.9% | $2,266+3.6% | $4,866-51.7% |
| Participant deferral / active EE | $4,805 | $4,292+12.0% | $3,560+35.0% | $5,352-10.2% |
| Admin fee / account holder | $1,124 | $7,403-84.8% | $4,821-76.7% | $9,540-88.2% |