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 | $147,328 | $114,381+28.8% | $107,525+37.0% | $142,382+3.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.46% | 242.71%-241.2pp | 181.32%-179.9pp | 217.08%-215.6pp |
| Employer contribution / active EE | $1,018 | $4,015-74.6% | $3,754-72.9% | $4,299-76.3% |
| Participant deferral / active EE | $2,427 | $5,564-56.4% | $5,116-52.6% | $6,507-62.7% |
| Admin fee / account holder | $105,475 | $9,860+969.7% | $8,919+1082.6% | $12,624+735.5% |