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 | $51,016 | $80,968-37.0% | $96,544-47.2% | $75,163-32.1% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | -8.83% | 27.06%-35.9pp | 25.84%-34.7pp | 160.62%-169.4pp |
| Employer contribution / active EE | $8,161 | $2,282+257.7% | $2,965+175.3% | $2,670+205.7% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,128 | $6,724-23.7% | $8,252-37.9% | $5,651-9.3% |