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 | $166,532 | $175,202-4.9% | $149,673+11.3% | $139,434+19.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.12% | 166.71%-166.6pp | 134.42%-134.3pp | 372.94%-372.8pp |
| Employer contribution / active EE | $3,461 | $5,474-36.8% | $4,818-28.2% | $4,751-27.1% |
| Participant deferral / active EE | $13,000 | $6,519+99.4% | $5,680+128.9% | $6,710+93.7% |
| Admin fee / account holder | $6,382 | $16,150-60.5% | $13,210-51.7% | $11,403-44.0% |