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 | $132,356 | $209,411-36.8% | $178,490-25.8% | $158,922-16.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.75% | 188.75%-195.5pp | 151.07%-157.8pp | 302.83%-309.6pp |
| Employer contribution / active EE | $3,945 | $5,706-30.9% | $5,011-21.3% | $4,761-17.1% |
| Participant deferral / active EE | $5,672 | $5,954-4.7% | $5,202+9.0% | $5,982-5.2% |
| Admin fee / account holder | $15,534 | $17,074-9.0% | $13,984+11.1% | $11,246+38.1% |