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 | $117,422 | $121,625-3.5% | $104,607+12.3% | $158,922-26.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 1.11% | 465.26%-464.1pp | 340.46%-339.3pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,390 | $3,163-56.1% | $2,681-48.2% | $4,761-70.8% |
| Participant deferral / active EE | $2,204 | $4,177-47.2% | $3,740-41.1% | $5,982-63.2% |
| Admin fee / account holder | $694,419 | $7,787+8818.2% | $6,473+10627.6% | $11,246+6075.0% |