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 9-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 | $131,710 | $171,164-23.1% | $127,761+3.1% | $152,861-13.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | -0.46% | 23.54%-24.0pp | 26.14%-26.6pp | 345.32%-345.8pp |
| Employer contribution / active EE | $3,701 | $5,447-32.0% | $4,574-19.1% | $4,762-22.3% |
| Participant deferral / active EE | $5,797 | $7,038-17.6% | $6,021-3.7% | $5,850-0.9% |
| Admin fee / account holder | $186,237 | $14,530+1181.7% | $9,395+1882.2% | $11,596+1506.0% |