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 | $89,237 | $131,829-32.3% | $108,579-17.8% | $273,961-67.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.45% | -91.57%+90.1pp | -51.70%+50.2pp | 41.45%-42.9pp |
| Employer contribution / active EE | $5,095 | $4,912+3.7% | $3,758+35.6% | $4,869+4.6% |
| Participant deferral / active EE | $5,452 | $5,127+6.3% | $4,311+26.5% | $5,287+3.1% |
| Admin fee / account holder | $4,625 | $10,252-54.9% | $7,645-39.5% | $10,132-54.4% |