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 | $96,996 | $131,829-26.4% | $108,579-10.7% | $273,961-64.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.03% | -91.57%+87.5pp | -51.70%+47.7pp | 41.45%-45.5pp |
| Employer contribution / active EE | $10,445 | $4,912+112.6% | $3,758+177.9% | $4,869+114.5% |
| Participant deferral / active EE | $12,600 | $5,127+145.7% | $4,311+192.3% | $5,287+138.3% |
| Admin fee / account holder | $3,892 | $10,252-62.0% | $7,645-49.1% | $10,132-61.6% |