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 | $109,894 | $197,591-44.4% | $177,821-38.2% | $158,922-30.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.52% | 58.76%-60.3pp | 48.32%-49.8pp | 302.83%-304.3pp |
| Employer contribution / active EE | $15,187 | $6,697+126.8% | $5,918+156.6% | $4,761+219.0% |
| Participant deferral / active EE | $8,296 | $8,405-1.3% | $7,714+7.5% | $5,982+38.7% |
| Admin fee / account holder | $172,160 | $15,399+1018.0% | $12,427+1285.3% | $11,246+1430.9% |