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 | $138,649 | $209,411-33.8% | $178,490-22.3% | $158,922-12.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.53% | 188.75%-191.3pp | 151.07%-153.6pp | 302.83%-305.4pp |
| Employer contribution / active EE | $4,733 | $5,706-17.1% | $5,011-5.5% | $4,761-0.6% |
| Participant deferral / active EE | $7,493 | $5,954+25.8% | $5,202+44.1% | $5,982+25.3% |
| Admin fee / account holder | $1,047 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |