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 | $117,531 | $209,411-43.9% | $178,490-34.2% | $158,922-26.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.46% | 188.75%-190.2pp | 151.07%-152.5pp | 302.83%-304.3pp |
| Employer contribution / active EE | $6,684 | $5,706+17.1% | $5,011+33.4% | $4,761+40.4% |
| Participant deferral / active EE | $3,333 | $5,954-44.0% | $5,202-35.9% | $5,982-44.3% |
| Admin fee / account holder | $128,701 | $17,074+653.8% | $13,984+820.4% | $11,246+1044.4% |