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 | $167,110 | $106,890+56.3% | $84,015+98.9% | $152,861+9.3% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | -0.95% | 104.99%-105.9pp | 71.31%-72.3pp | 345.32%-346.3pp |
| Employer contribution / active EE | $2,536 | $2,734-7.3% | $1,983+27.8% | $4,762-46.8% |
| Participant deferral / active EE | $1,518 | $4,011-62.2% | $3,239-53.1% | $5,850-74.1% |
| Admin fee / account holder | $24,361 | $8,285+194.0% | $6,101+299.3% | $11,596+110.1% |