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 | $45,357 | $86,699-47.7% | $73,307-38.1% | $125,391-63.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -4.64% | 2.78%-7.4pp | 5.67%-10.3pp | 282.22%-286.9pp |
| Employer contribution / active EE | $4,370 | $4,152+5.2% | $3,237+35.0% | $4,866-10.2% |
| Participant deferral / active EE | $6,086 | $5,550+9.7% | $4,991+21.9% | $5,352+13.7% |
| Admin fee / account holder | $3,972 | $7,771-48.9% | $5,637-29.5% | $9,540-58.4% |