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 | $116,801 | $81,632+43.1% | $70,449+65.8% | $158,922-26.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.33% | 208.40%-207.1pp | 109.03%-107.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $4,123 | $3,217+28.2% | $2,737+50.7% | $4,761-13.4% |
| Participant deferral / active EE | $9,021 | $4,554+98.1% | $3,709+143.3% | $5,982+50.8% |
| Admin fee / account holder | $63,967 | $6,193+933.0% | $3,845+1563.5% | $11,246+468.8% |