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 | $142,194 | $209,411-32.1% | $178,490-20.3% | $158,922-10.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.69% | 188.75%-195.4pp | 151.07%-157.8pp | 302.83%-309.5pp |
| Employer contribution / active EE | $5,381 | $5,706-5.7% | $5,011+7.4% | $4,761+13.0% |
| Participant deferral / active EE | $4,736 | $5,954-20.5% | $5,202-9.0% | $5,982-20.8% |
| Admin fee / account holder | $1,269 | $17,074-92.6% | $13,984-90.9% | $11,246-88.7% |