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 | $167,696 | $125,758+33.3% | $169,993-1.4% | $75,163+123.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -0.66% | 27.20%-27.9pp | 53.37%-54.0pp | 160.62%-161.3pp |
| Employer contribution / active EE | $7,798 | $4,615+69.0% | $6,785+14.9% | $2,670+192.1% |
| Participant deferral / active EE | $6,753 | $6,837-1.2% | $10,408-35.1% | $4,125+63.7% |
| Admin fee / account holder | $2,336 | $8,173-71.4% | $12,815-81.8% | $5,651-58.7% |