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 | $173,164 | $209,411-17.3% | $178,490-3.0% | $158,922+9.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.73% | 188.75%-190.5pp | 151.07%-152.8pp | 302.83%-304.6pp |
| Employer contribution / active EE | $3,446 | $5,706-39.6% | $5,011-31.2% | $4,761-27.6% |
| Participant deferral / active EE | $2,803 | $5,954-52.9% | $5,202-46.1% | $5,982-53.1% |
| Admin fee / account holder | $6,348 | $17,074-62.8% | $13,984-54.6% | $11,246-43.6% |