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 | $118,072 | $131,829-10.4% | $108,579+8.7% | $273,961-56.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.53% | -91.57%+91.0pp | -51.70%+51.2pp | 41.45%-42.0pp |
| Employer contribution / active EE | $14,296 | $4,912+191.0% | $3,758+280.4% | $4,869+193.6% |
| Participant deferral / active EE | $5,085 | $5,127-0.8% | $4,311+18.0% | $5,287-3.8% |
| Admin fee / account holder | $260,559 | $10,252+2441.6% | $7,645+3308.3% | $10,132+2471.7% |