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 | $121,289 | $197,591-38.6% | $177,821-31.8% | $158,922-23.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.32% | 58.76%-59.1pp | 48.32%-48.6pp | 302.83%-303.1pp |
| Employer contribution / active EE | $5,018 | $6,697-25.1% | $5,918-15.2% | $4,761+5.4% |
| Participant deferral / active EE | $4,762 | $8,405-43.3% | $7,714-38.3% | $5,982-20.4% |
| Admin fee / account holder | $84,731 | $15,399+450.2% | $12,427+581.8% | $11,246+653.5% |