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 | $114,507 | $133,922-14.5% | $116,228-1.5% | $142,382-19.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 1.28% | 147.76%-146.5pp | 90.06%-88.8pp | 217.08%-215.8pp |
| Employer contribution / active EE | $20,342 | $3,446+490.4% | $2,994+579.3% | $4,299+373.2% |
| Participant deferral / active EE | $1,639 | $5,672-71.1% | $4,953-66.9% | $6,507-74.8% |
| Admin fee / account holder | $173,722 | $14,945+1062.4% | $11,989+1349.0% | $12,624+1276.2% |