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 | $90,453 | $211,958-57.3% | $169,463-46.6% | $135,375-33.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.52% | 3.26%-12.8pp | 1.83%-11.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $28,196 | $5,120+450.7% | $4,159+577.9% | $4,779+490.0% |
| Participant deferral / active EE | $5,976 | $6,075-1.6% | $5,277+13.3% | $5,609+6.5% |
| Admin fee / account holder | $4,421 | $11,471-61.5% | $9,109-51.5% | $10,827-59.2% |