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 | $39,821 | $83,908-52.5% | $68,509-41.9% | $125,391-68.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -6.07% | 14.48%-20.5pp | 8.27%-14.3pp | 282.22%-288.3pp |
| Employer contribution / active EE | $3,100 | $3,031+2.3% | $2,278+36.1% | $4,866-36.3% |
| Participant deferral / active EE | $3,478 | $4,125-15.7% | $3,382+2.8% | $5,352-35.0% |
| Admin fee / account holder | $16,280 | $8,982+81.3% | $5,275+208.6% | $9,540+70.6% |