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 | $136,174 | $121,625+12.0% | $104,607+30.2% | $158,922-14.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -11.65% | 465.26%-476.9pp | 340.46%-352.1pp | 302.83%-314.5pp |
| Employer contribution / active EE | $21,031 | $3,163+564.9% | $2,681+684.6% | $4,761+341.7% |
| Participant deferral / active EE | $7,101 | $4,177+70.0% | $3,740+89.9% | $5,982+18.7% |
| Admin fee / account holder | $682 | $7,787-91.2% | $6,473-89.5% | $11,246-93.9% |