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 | $70,391 | $131,829-46.6% | $108,579-35.2% | $273,961-74.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.03% | -91.57%+90.5pp | -51.70%+50.7pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,845 | $4,912-62.4% | $3,758-50.9% | $4,869-62.1% |
| Participant deferral / active EE | $4,040 | $5,127-21.2% | $4,311-6.3% | $5,287-23.6% |
| Admin fee / account holder | $6,489 | $10,252-36.7% | $7,645-15.1% | $10,132-36.0% |