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 | $116,555 | $77,899+49.6% | $149,673-22.1% | $75,163+55.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -0.37% | 31.72%-32.1pp | 134.42%-134.8pp | 160.62%-161.0pp |
| Employer contribution / active EE | $3,747 | $3,137+19.4% | $4,818-22.2% | $2,670+40.3% |
| Participant deferral / active EE | $4,381 | $3,411+28.5% | $5,680-22.9% | $4,125+6.2% |
| Admin fee / account holder | $24,946 | $5,956+318.8% | $13,210+88.8% | $5,651+341.4% |