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 | $132,324 | $209,411-36.8% | $178,490-25.9% | $158,922-16.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.92% | 188.75%-193.7pp | 151.07%-156.0pp | 302.83%-307.7pp |
| Employer contribution / active EE | $2,774 | $5,706-51.4% | $5,011-44.6% | $4,761-41.7% |
| Participant deferral / active EE | $3,457 | $5,954-41.9% | $5,202-33.5% | $5,982-42.2% |
| Admin fee / account holder | $15,749 | $17,074-7.8% | $13,984+12.6% | $11,246+40.0% |