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 | $138,940 | $99,020+40.3% | $86,590+60.5% | $147,584-5.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.66% | 1312.34%-1311.7pp | 964.84%-964.2pp | 578.55%-577.9pp |
| Employer contribution / active EE | $8,912 | $3,132+184.6% | $2,839+213.9% | $4,876+82.8% |
| Participant deferral / active EE | $8,744 | $3,972+120.1% | $3,609+142.3% | $5,439+60.8% |
| Admin fee / account holder | $4,323 | $5,710-24.3% | $4,906-11.9% | $10,885-60.3% |