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 | $99,734 | $131,829-24.3% | $108,579-8.1% | $273,961-63.6% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | -0.72% | -91.57%+90.9pp | -51.70%+51.0pp | 41.45%-42.2pp |
| Employer contribution / active EE | $3,396 | $4,912-30.9% | $3,758-9.6% | $4,869-30.2% |
| Participant deferral / active EE | $6,300 | $5,127+22.9% | $4,311+46.2% | $5,287+19.2% |
| Admin fee / account holder | $3,919 | $10,252-61.8% | $7,645-48.7% | $10,132-61.3% |