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 4-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 | $164,864 | $175,202-5.9% | $149,673+10.1% | $139,434+18.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 4.14% | 166.71%-162.6pp | 134.42%-130.3pp | 372.94%-368.8pp |
| Employer contribution / active EE | $10,518 | $5,474+92.1% | $4,818+118.3% | $4,751+121.4% |
| Participant deferral / active EE | $6,082 | $6,519-6.7% | $5,680+7.1% | $6,710-9.4% |
| Admin fee / account holder | $742,654 | $16,150+4498.4% | $13,210+5522.0% | $11,403+6413.1% |