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 | $47,747 | $91,019-47.5% | $392,568-87.8% | $72,985-34.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | -20.25% | 20.00%-40.3pp | 24.42%-44.7pp | 81.00%-101.3pp |
| Employer contribution / active EE | $4,098 | $2,751+49.0% | $3,783+8.3% | $2,440+67.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,288 | $4,895+8.0% | $6,260-15.5% | $5,124+3.2% |