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 5-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 | $110,834 | $111,754-0.8% | $103,333+7.3% | $145,922-24.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -1.37% | 24.77%-26.1pp | 24.88%-26.3pp | 561.29%-562.7pp |
| Employer contribution / active EE | $7,690 | $4,212+82.6% | $3,868+98.8% | $4,660+65.0% |
| Participant deferral / active EE | $6,245 | $5,619+11.2% | $5,057+23.5% | $6,688-6.6% |
| Admin fee / account holder | $19,596 | $9,750+101.0% | $8,355+134.6% | $13,397+46.3% |