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 | $211,711 | $211,958-0.1% | $169,463+24.9% | $135,375+56.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.00% | 3.26%-13.3pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $15,288 | $5,120+198.6% | $4,159+267.6% | $4,779+219.9% |
| Participant deferral / active EE | $13,375 | $6,075+120.2% | $5,277+153.5% | $5,609+138.5% |
| Admin fee / account holder | $8,189 | $11,471-28.6% | $9,109-10.1% | $10,827-24.4% |