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 | $48,362 | $215,361-77.5% | $171,082-71.7% | $273,961-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -39.22% | 25.14%-64.4pp | 32.56%-71.8pp | 41.45%-80.7pp |
| Employer contribution / active EE | $4,686 | $4,967-5.7% | $4,002+17.1% | $4,869-3.8% |
| Participant deferral / active EE | $6,346 | $5,543+14.5% | $4,797+32.3% | $5,287+20.0% |
| Admin fee / account holder | $1,290 | $10,846-88.1% | $8,520-84.9% | $10,132-87.3% |