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 7-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 | $50,653 | $167,307-69.7% | $143,757-64.8% | $134,475-62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.95% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $6,509 | $5,619+15.8% | $4,951+31.5% | $4,740+37.3% |
| Participant deferral / active EE | $3,972 | $6,446-38.4% | $5,637-29.5% | $6,400-37.9% |
| Admin fee / account holder | $1,446 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |