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 | $53,524 | $87,540-38.9% | $75,781-29.4% | $125,391-57.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.00% | 13.48%-17.5pp | 9.68%-13.7pp | 282.22%-286.2pp |
| Employer contribution / active EE | $10,253 | $3,930+160.9% | $3,323+208.5% | $4,866+110.7% |
| Participant deferral / active EE | $4,537 | $4,229+7.3% | $3,651+24.3% | $5,352-15.2% |
| Admin fee / account holder | $368 | $6,502-94.3% | $5,299-93.1% | $9,540-96.1% |