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 | $201,406 | $107,334+87.6% | $92,893+116.8% | $152,861+31.8% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 0.08% | 145.58%-145.5pp | 109.41%-109.3pp | 345.32%-345.2pp |
| Employer contribution / active EE | $8,580 | $4,221+103.3% | $3,653+134.9% | $4,762+80.2% |
| Participant deferral / active EE | $4,933 | $4,845+1.8% | $4,236+16.5% | $5,850-15.7% |
| Admin fee / account holder | $21,562 | $7,079+204.6% | $5,794+272.1% | $11,596+85.9% |