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 | $100,229 | $96,484+3.9% | $75,886+32.1% | $152,861-34.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | -1.21% | 33.98%-35.2pp | 30.76%-32.0pp | 345.32%-346.5pp |
| Employer contribution / active EE | $1,073 | $3,309-67.6% | $2,500-57.1% | $4,762-77.5% |
| Participant deferral / active EE | $2,436 | $4,553-46.5% | $3,603-32.4% | $5,850-58.4% |
| Admin fee / account holder | $39,784 | $8,078+392.5% | $5,418+634.2% | $11,596+243.1% |