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 | $135,472 | $211,958-36.1% | $169,463-20.1% | $135,375+0.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.49% | 3.26%-14.8pp | 1.83%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $17,645 | $5,120+244.6% | $4,159+324.2% | $4,779+269.2% |
| Participant deferral / active EE | $18,888 | $6,075+210.9% | $5,277+257.9% | $5,609+236.7% |
| Admin fee / account holder | $7,953 | $11,471-30.7% | $9,109-12.7% | $10,827-26.5% |