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 8-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 | $38,282 | $167,484-77.1% | $151,611-74.8% | $134,475-71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.85% | 7.80%-35.7pp | 3.33%-31.2pp | 417.96%-445.8pp |
| Employer contribution / active EE | $4,717 | $6,829-30.9% | $6,166-23.5% | $4,740-0.5% |
| Participant deferral / active EE | $6,961 | $8,986-22.5% | $8,363-16.8% | $6,400+8.8% |
| Admin fee / account holder | $11,720 | $13,783-15.0% | $11,616+0.9% | $11,426+2.6% |