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 9-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 | $136,882 | $167,484-18.3% | $151,611-9.7% | $134,475+1.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.28% | 7.80%-29.1pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,646 | $6,829+12.0% | $6,166+24.0% | $4,740+61.3% |
| Participant deferral / active EE | $12,283 | $8,986+36.7% | $8,363+46.9% | $6,400+91.9% |
| Admin fee / account holder | $493,490 | $13,783+3480.5% | $11,616+4148.4% | $11,426+4219.0% |