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 | $139,952 | $180,028-22.3% | $138,135+1.3% | $158,922-11.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -8.70% | 21.68%-30.4pp | 20.51%-29.2pp | 302.83%-311.5pp |
| Employer contribution / active EE | $3,107 | $7,470-58.4% | $5,587-44.4% | $4,761-34.7% |
| Participant deferral / active EE | $13,569 | $7,717+75.8% | $6,431+111.0% | $5,982+126.8% |
| Admin fee / account holder | $128,046 | $17,912+614.9% | $11,856+980.0% | $11,246+1038.6% |