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 | $107,982 | $112,096-3.7% | $95,952+12.5% | $158,922-32.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.94% | 171.09%-173.0pp | 91.61%-93.6pp | 302.83%-304.8pp |
| Employer contribution / active EE | $8,143 | $3,198+154.6% | $2,541+220.4% | $4,761+71.0% |
| Participant deferral / active EE | $6,807 | $4,784+42.3% | $4,167+63.4% | $5,982+13.8% |
| Admin fee / account holder | $5,149 | $10,130-49.2% | $6,795-24.2% | $11,246-54.2% |