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 | $136,497 | $154,117-11.4% | $129,995+5.0% | $139,434-2.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.11% | 32.48%-30.4pp | -137.18%+139.3pp | 372.94%-370.8pp |
| Employer contribution / active EE | $2,778 | $5,289-47.5% | $4,320-35.7% | $4,751-41.5% |
| Participant deferral / active EE | $6,779 | $6,710+1.0% | $5,820+16.5% | $6,710+1.0% |
| Admin fee / account holder | $29,010 | $14,007+107.1% | $10,614+173.3% | $11,403+154.4% |