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 8-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 | $49,286 | $133,958-63.2% | $112,228-56.1% | $134,475-63.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.60% | 47.11%-72.7pp | 27.45%-53.0pp | 417.96%-443.6pp |
| Employer contribution / active EE | $3,772 | $4,038-6.6% | $3,635+3.8% | $4,740-20.4% |
| Participant deferral / active EE | $10,779 | $5,291+103.7% | $4,728+128.0% | $6,400+68.4% |
| Admin fee / account holder | $2,716 | $7,489-63.7% | $6,410-57.6% | $11,426-76.2% |