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 9-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 | $173,110 | $209,411-17.3% | $178,490-3.0% | $158,922+8.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.84% | 188.75%-190.6pp | 151.07%-152.9pp | 302.83%-304.7pp |
| Employer contribution / active EE | $3,205 | $5,706-43.8% | $5,011-36.0% | $4,761-32.7% |
| Participant deferral / active EE | $7,340 | $5,954+23.3% | $5,202+41.1% | $5,982+22.7% |
| Admin fee / account holder | $176,983 | $17,074+936.5% | $13,984+1165.6% | $11,246+1473.8% |