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 | $50,928 | $131,829-61.4% | $108,579-53.1% | $273,961-81.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.81% | -91.57%+90.8pp | -51.70%+50.9pp | 41.45%-42.3pp |
| Employer contribution / active EE | $2,126 | $4,912-56.7% | $3,758-43.4% | $4,869-56.3% |
| Participant deferral / active EE | $5,976 | $5,127+16.5% | $4,311+38.6% | $5,287+13.0% |
| Admin fee / account holder | $18,546 | $10,252+80.9% | $7,645+142.6% | $10,132+83.0% |