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 | $53,622 | $107,334-50.0% | $92,893-42.3% | $152,861-64.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -0.34% | 145.58%-145.9pp | 109.41%-109.8pp | 345.32%-345.7pp |
| Employer contribution / active EE | $3,832 | $4,221-9.2% | $3,653+4.9% | $4,762-19.5% |
| Participant deferral / active EE | $2,097 | $4,845-56.7% | $4,236-50.5% | $5,850-64.1% |
| Admin fee / account holder | $5,330 | $7,079-24.7% | $5,794-8.0% | $11,596-54.0% |