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 | $54,922 | $97,881-43.9% | $80,004-31.4% | $125,391-56.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 73.0%+7.0pp | 83.2%-3.2pp |
| Annual return | -4.21% | 9.36%-13.6pp | 7.63%-11.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,295 | $3,128-58.6% | $2,473-47.6% | $4,866-73.4% |
| Participant deferral / active EE | $3,555 | $3,744-5.1% | $3,204+11.0% | $5,352-33.6% |
| Admin fee / account holder | $754 | $6,278-88.0% | $5,033-85.0% | $9,540-92.1% |