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 | $163,621 | $112,096+46.0% | $95,952+70.5% | $158,922+3.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -2.32% | 171.09%-173.4pp | 91.61%-93.9pp | 302.83%-305.1pp |
| Employer contribution / active EE | $8,108 | $3,198+153.5% | $2,541+219.1% | $4,761+70.3% |
| Participant deferral / active EE | $7,100 | $4,784+48.4% | $4,167+70.4% | $5,982+18.7% |
| Admin fee / account holder | $74,654 | $10,130+636.9% | $6,795+998.6% | $11,246+563.8% |