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 | $54,829 | $92,222-40.5% | $76,768-28.6% | $135,375-59.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.44% | 5.46%-14.9pp | 2.43%-11.9pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,218 | $3,216+0.1% | $2,485+29.5% | $4,779-32.7% |
| Participant deferral / active EE | $7,420 | $4,509+64.6% | $3,852+92.7% | $5,609+32.3% |
| Admin fee / account holder | $353 | $10,748-96.7% | $6,675-94.7% | $10,827-96.7% |