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 | $44,231 | $67,331-34.3% | $60,874-27.3% | $134,475-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.51% | 49.93%-70.4pp | 16.90%-37.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,101 | $3,096+32.4% | $2,701+51.8% | $4,740-13.5% |
| Participant deferral / active EE | $12,645 | $4,538+178.6% | $3,817+231.3% | $6,400+97.6% |
| Admin fee / account holder | $5,071 | $4,582+10.7% | $3,224+57.3% | $11,426-55.6% |