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 | $116,805 | $202,318-42.3% | $172,739-32.4% | $152,861-23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.23% | 1029.65%-1029.4pp | 802.84%-802.6pp | 345.32%-345.1pp |
| Employer contribution / active EE | $8,445 | $5,856+44.2% | $5,143+64.2% | $4,762+77.3% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,850+224.8% |
| Admin fee / account holder | $8,447 | $17,109-50.6% | $13,954-39.5% | $11,596-27.2% |