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 | $129,121 | $154,117-16.2% | $129,995-0.7% | $139,434-7.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -4.26% | 32.48%-36.7pp | -137.18%+132.9pp | 372.94%-377.2pp |
| Employer contribution / active EE | $13,658 | $5,289+158.2% | $4,320+216.2% | $4,751+187.5% |
| Participant deferral / active EE | $4,410 | $6,710-34.3% | $5,820-24.2% | $6,710-34.3% |
| Admin fee / account holder | $76,316 | $14,007+444.9% | $10,614+619.0% | $11,403+569.3% |