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 | $142,349 | $209,411-32.0% | $178,490-20.2% | $158,922-10.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.20% | 188.75%-190.9pp | 151.07%-153.3pp | 302.83%-305.0pp |
| Employer contribution / active EE | $5,107 | $5,706-10.5% | $5,011+1.9% | $4,761+7.3% |
| Participant deferral / active EE | $7,433 | $5,954+24.8% | $5,202+42.9% | $5,982+24.3% |
| Admin fee / account holder | $11,494 | $17,074-32.7% | $13,984-17.8% | $11,246+2.2% |