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 | $113,595 | $93,346+21.7% | $71,796+58.2% | $273,961-58.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -1.28% | 130.39%-131.7pp | 78.04%-79.3pp | 41.45%-42.7pp |
| Employer contribution / active EE | $6,704 | $2,733+145.3% | $1,924+248.4% | $4,869+37.7% |
| Participant deferral / active EE | $4,892 | $3,475+40.8% | $2,794+75.0% | $5,287-7.5% |
| Admin fee / account holder | $6,347 | $6,571-3.4% | $4,815+31.8% | $10,132-37.4% |