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 | $131,823 | $167,307-21.2% | $143,757-8.3% | $134,475-2.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.00% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $19,204 | $5,619+241.8% | $4,951+287.9% | $4,740+305.2% |
| Participant deferral / active EE | $15,333 | $6,446+137.9% | $5,637+172.0% | $6,400+139.6% |
| Admin fee / account holder | $3,144 | $18,088-82.6% | $14,673-78.6% | $11,426-72.5% |