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 | $48,750 | $185,822-73.8% | $169,993-71.3% | $139,434-65.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.75% | 60.50%-63.2pp | 53.37%-56.1pp | 372.94%-375.7pp |
| Employer contribution / active EE | $2,891 | $7,590-61.9% | $6,785-57.4% | $4,751-39.1% |
| Participant deferral / active EE | $13,209 | $11,622+13.7% | $10,408+26.9% | $6,710+96.9% |
| Admin fee / account holder | $1,495 | $15,381-90.3% | $12,815-88.3% | $11,403-86.9% |