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 6-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 | $47,046 | $78,672-40.2% | $109,143-56.9% | $85,850-45.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -8.29% | 25.09%-33.4pp | 25.75%-34.0pp | 318.53%-326.8pp |
| Employer contribution / active EE | $9,863 | $2,735+260.7% | $3,722+165.0% | $2,565+284.5% |
| Participant deferral / active EE | $3,800 | $3,467+9.6% | $4,653-18.3% | $3,952-3.8% |
| Admin fee / account holder | $9,357 | $5,469+71.1% | $6,752+38.6% | $6,260+49.5% |