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 | $53,103 | $91,538-42.0% | $129,995-59.1% | $75,163-29.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.75% | -631.11%+637.9pp | -137.18%+143.9pp | 160.62%-153.9pp |
| Employer contribution / active EE | $2,455 | $2,845-13.7% | $4,320-43.2% | $2,670-8.0% |
| Participant deferral / active EE | $1,906 | $4,341-56.1% | $5,820-67.3% | $4,125-53.8% |
| Admin fee / account holder | $4,603 | $6,790-32.2% | $10,614-56.6% | $5,651-18.5% |