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 | $49,617 | $76,000-34.7% | $154,107-67.8% | $64,186-22.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.83% | 30.32%-39.1pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,238 | $3,351-3.4% | $5,298-38.9% | $2,381+36.0% |
| Participant deferral / active EE | $3,253 | $3,175+2.4% | $5,081-36.0% | $3,470-6.2% |
| Admin fee / account holder | $5,392 | $5,596-3.7% | $13,411-59.8% | $4,888+10.3% |