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 | $75,552 | $131,829-42.7% | $108,579-30.4% | $273,961-72.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.01% | -91.57%+88.6pp | -51.70%+48.7pp | 41.45%-44.5pp |
| Employer contribution / active EE | $1,953 | $4,912-60.2% | $3,758-48.0% | $4,869-59.9% |
| Participant deferral / active EE | $2,398 | $5,127-53.2% | $4,311-44.4% | $5,287-54.7% |
| Admin fee / account holder | $1,474 | $10,252-85.6% | $7,645-80.7% | $10,132-85.5% |