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 | $142,776 | $115,770+23.3% | $101,248+41.0% | $158,922-10.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.70% | 56.14%-56.8pp | 46.47%-47.2pp | 302.83%-303.5pp |
| Employer contribution / active EE | $2,618 | $4,175-37.3% | $3,660-28.5% | $4,761-45.0% |
| Participant deferral / active EE | $7,997 | $4,957+61.3% | $4,370+83.0% | $5,982+33.7% |
| Admin fee / account holder | $14,934 | $7,245+106.1% | $5,945+151.2% | $11,246+32.8% |