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 | $49,228 | $91,538-46.2% | $129,995-62.1% | $75,163-34.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 7.67% | -631.11%+638.8pp | -137.18%+144.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $6,258 | $2,845+119.9% | $4,320+44.9% | $2,670+134.4% |
| Participant deferral / active EE | $2,696 | $4,341-37.9% | $5,820-53.7% | $4,125-34.7% |
| Admin fee / account holder | $6,352 | $6,790-6.5% | $10,614-40.2% | $5,651+12.4% |