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 | $54,468 | $72,177-24.5% | $115,037-52.7% | $59,632-8.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -6.23% | 12.02%-18.2pp | 26.14%-32.4pp | 2041.28%-2047.5pp |
| Employer contribution / active EE | $3,744 | $2,841+31.8% | $4,608-18.8% | $2,203+70.0% |
| Participant deferral / active EE | $4,857 | $4,783+1.5% | $6,026-19.4% | $3,192+52.2% |
| Admin fee / account holder | $713 | $4,927-85.5% | $8,175-91.3% | $4,297-83.4% |