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 | $133,879 | $96,635+38.5% | $86,612+54.6% | $139,434-4.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 0.15% | 106.41%-106.3pp | 591.07%-590.9pp | 372.94%-372.8pp |
| Employer contribution / active EE | $2,151 | $3,263-34.1% | $3,022-28.8% | $4,751-54.7% |
| Participant deferral / active EE | $4,304 | $4,836-11.0% | $4,438-3.0% | $6,710-35.9% |
| Admin fee / account holder | $19,052 | $6,408+197.3% | $5,614+239.4% | $11,403+67.1% |