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 9-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 | $197,601 | $77,634+154.5% | $156,549+26.2% | $62,891+214.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.91% | 50.32%-49.4pp | 32.23%-31.3pp | 20.14%-19.2pp |
| Employer contribution / active EE | $10,935 | $3,444+217.5% | $5,501+98.8% | $2,281+379.4% |
| Participant deferral / active EE | $4,592 | $3,045+50.8% | $4,871-5.7% | $3,203+43.4% |
| Admin fee / account holder | $5,307 | $5,561-4.6% | $13,027-59.3% | $4,296+23.5% |