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 8-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 | $117,020 | $135,375-13.6% | $117,0200% | $135,375-13.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 100.0%0pp | 82.6%+17.4pp |
| Annual return | -10.91% | 519.73%-530.6pp | -10.91%0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $20,183 | $4,779+322.3% | $20,1830% | $4,779+322.3% |
| Participant deferral / active EE | $12,436 | $5,609+121.7% | $12,4360% | $5,609+121.7% |
| Admin fee / account holder | $912 | $10,827-91.6% | $9120% | $10,827-91.6% |