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 | $183,092 | $112,096+63.3% | $95,952+90.8% | $158,922+15.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.16% | 171.09%-171.3pp | 91.61%-91.8pp | 302.83%-303.0pp |
| Employer contribution / active EE | $2,711 | $3,198-15.2% | $2,541+6.7% | $4,761-43.1% |
| Participant deferral / active EE | $6,723 | $4,784+40.5% | $4,167+61.3% | $5,982+12.4% |
| Admin fee / account holder | $29,639 | $10,130+192.6% | $6,795+336.2% | $11,246+163.6% |