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 | $39,910 | $167,484-76.2% | $151,611-73.7% | $134,475-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.60% | 7.80%-35.4pp | 3.33%-30.9pp | 417.96%-445.6pp |
| Employer contribution / active EE | $1,618 | $6,829-76.3% | $6,166-73.8% | $4,740-65.9% |
| Participant deferral / active EE | $4,289 | $8,986-52.3% | $8,363-48.7% | $6,400-33.0% |
| Admin fee / account holder | $993 | $13,783-92.8% | $11,616-91.5% | $11,426-91.3% |