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 | $46,180 | $131,829-65.0% | $108,579-57.5% | $273,961-83.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.58% | -91.57%+92.1pp | -51.70%+52.3pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,753 | $4,912-64.3% | $3,758-53.4% | $4,869-64.0% |
| Participant deferral / active EE | $3,584 | $5,127-30.1% | $4,311-16.9% | $5,287-32.2% |
| Admin fee / account holder | $1,218 | $10,252-88.1% | $7,645-84.1% | $10,132-88.0% |