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 | $174,141 | $209,832-17.0% | $189,513-8.1% | $167,490+4.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -0.54% | 748.27%-748.8pp | 555.15%-555.7pp | 478.56%-479.1pp |
| Employer contribution / active EE | $6,920 | $6,914+0.1% | $6,162+12.3% | $4,837+43.0% |
| Participant deferral / active EE | $5,357 | $8,935-40.1% | $8,221-34.8% | $6,341-15.5% |
| Admin fee / account holder | $54,551 | $14,293+281.7% | $12,045+352.9% | $12,309+343.2% |