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 | $156,155 | $176,056-11.3% | $159,436-2.1% | $167,490-6.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.01% | 331.75%-331.8pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,599 | $5,297-50.9% | $4,829-46.2% | $4,837-46.3% |
| Participant deferral / active EE | $12,157 | $7,750+56.9% | $7,352+65.4% | $6,341+91.7% |
| Admin fee / account holder | $60,052 | $12,554+378.4% | $10,799+456.1% | $12,309+387.9% |