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 | $183,600 | $157,256+16.8% | $141,162+30.1% | $152,861+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.84% | 64.32%-58.5pp | 71.39%-65.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $4,582 | $5,261-12.9% | $4,735-3.2% | $4,762-3.8% |
| Participant deferral / active EE | $4,320 | $7,109-39.2% | $6,709-35.6% | $5,850-26.2% |
| Admin fee / account holder | $80,100 | $12,120+560.9% | $10,261+680.6% | $11,596+590.7% |