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 7-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 | $49,995 | $72,277-30.8% | $101,248-50.6% | $79,858-37.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.42% | 22.30%-28.7pp | 46.47%-52.9pp | 31.71%-38.1pp |
| Employer contribution / active EE | $1,224 | $2,692-54.5% | $3,660-66.6% | $2,471-50.5% |
| Participant deferral / active EE | $3,944 | $3,282+20.2% | $4,370-9.8% | $3,740+5.5% |
| Admin fee / account holder | $1,243 | $4,400-71.8% | $5,945-79.1% | $5,306-76.6% |