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 | $126,934 | $114,047+11.3% | $96,139+32.0% | $167,490-24.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.70% | 189.88%-189.2pp | 191.94%-191.2pp | 478.56%-477.9pp |
| Employer contribution / active EE | $6,740 | $3,427+96.7% | $2,797+141.0% | $4,837+39.3% |
| Participant deferral / active EE | $7,369 | $5,194+41.9% | $4,349+69.5% | $6,341+16.2% |
| Admin fee / account holder | $54,043 | $6,897+683.6% | $5,537+876.1% | $12,309+339.1% |