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 | $44,051 | $67,214-34.5% | $61,491-28.4% | $134,475-67.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.81% | -12.08%-8.7pp | -12.98%-7.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,886 | $4,974-21.9% | $4,246-8.5% | $4,740-18.0% |
| Participant deferral / active EE | $6,138 | $6,103+0.6% | $5,188+18.3% | $6,400-4.1% |
| Admin fee / account holder | $2,532 | $4,610-45.1% | $4,312-41.3% | $11,426-77.8% |