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 | $105,624 | $107,334-1.6% | $92,893+13.7% | $152,861-30.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.23% | 145.58%-145.4pp | 109.41%-109.2pp | 345.32%-345.1pp |
| Employer contribution / active EE | $9,352 | $4,221+121.6% | $3,653+156.0% | $4,762+96.4% |
| Participant deferral / active EE | $4,422 | $4,845-8.7% | $4,236+4.4% | $5,850-24.4% |
| Admin fee / account holder | $10,845 | $7,079+53.2% | $5,794+87.2% | $11,596-6.5% |