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 | $96,669 | $106,515-9.2% | $96,6830% | $139,434-30.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | -14.28% | 38.43%-52.7pp | 35.69%-50.0pp | 372.94%-387.2pp |
| Employer contribution / active EE | $2,135 | $4,103-48.0% | $3,737-42.9% | $4,751-55.1% |
| Participant deferral / active EE | $7,040 | $5,454+29.1% | $4,878+44.3% | $6,710+4.9% |
| Admin fee / account holder | $1,079 | $7,877-86.3% | $6,730-84.0% | $11,403-90.5% |