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 | $105,713 | $91,190+15.9% | $178,490-40.8% | $79,858+32.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.43% | 24.19%-23.8pp | 151.07%-150.6pp | 31.71%-31.3pp |
| Employer contribution / active EE | $6,111 | $3,256+87.7% | $5,011+22.0% | $2,471+147.3% |
| Participant deferral / active EE | $3,798 | $3,236+17.4% | $5,202-27.0% | $3,740+1.6% |
| Admin fee / account holder | $25,415 | $6,751+276.5% | $13,984+81.7% | $5,306+379.0% |