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 | $55,701 | $73,933-24.7% | $96,683-42.4% | $75,163-25.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -39.32% | 26.70%-66.0pp | 35.69%-75.0pp | 160.62%-199.9pp |
| Employer contribution / active EE | $7,492 | $2,928+155.9% | $3,737+100.5% | $2,670+180.6% |
| Participant deferral / active EE | $6,503 | $3,659+77.7% | $4,878+33.3% | $4,125+57.7% |
| Admin fee / account holder | $4,294 | $5,216-17.7% | $6,730-36.2% | $5,651-24.0% |