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 | $98,189 | $154,117-36.3% | $129,995-24.5% | $139,434-29.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.31% | 32.48%-27.2pp | -137.18%+142.5pp | 372.94%-367.6pp |
| Employer contribution / active EE | $3,233 | $5,289-38.9% | $4,320-25.1% | $4,751-31.9% |
| Participant deferral / active EE | $2,202 | $6,710-67.2% | $5,820-62.2% | $6,710-67.2% |
| Admin fee / account holder | $74,259 | $14,007+430.2% | $10,614+599.6% | $11,403+551.3% |