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 | $64,164 | $78,422-18.2% | $95,952-33.1% | $79,858-19.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -7.66% | 19.37%-27.0pp | 91.61%-99.3pp | 31.71%-39.4pp |
| Employer contribution / active EE | $5,776 | $1,945+197.0% | $2,541+127.3% | $2,471+133.8% |
| Participant deferral / active EE | $4,344 | $3,440+26.3% | $4,167+4.2% | $3,740+16.1% |
| Admin fee / account holder | $1,497 | $5,622-73.4% | $6,795-78.0% | $5,306-71.8% |