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 | $143,641 | $102,966+39.5% | $90,281+59.1% | $152,861-6.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.20% | 95.16%-95.0pp | 78.10%-77.9pp | 345.32%-345.1pp |
| Employer contribution / active EE | $2,795 | $3,139-11.0% | $2,854-2.1% | $4,762-41.3% |
| Participant deferral / active EE | $6,645 | $4,281+55.2% | $3,885+71.0% | $5,850+13.6% |
| Admin fee / account holder | $9,441 | $6,171+53.0% | $5,351+76.4% | $11,596-18.6% |