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 | $52,422 | $86,699-39.5% | $73,307-28.5% | $125,391-58.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -5.08% | 2.78%-7.9pp | 5.67%-10.8pp | 282.22%-287.3pp |
| Employer contribution / active EE | $5,590 | $4,152+34.6% | $3,237+72.7% | $4,866+14.9% |
| Participant deferral / active EE | $8,237 | $5,550+48.4% | $4,991+65.0% | $5,352+53.9% |
| Admin fee / account holder | $1,678 | $7,771-78.4% | $5,637-70.2% | $9,540-82.4% |