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 | $233,819 | $112,881+107.1% | $90,951+157.1% | $158,922+47.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.07% | 215.79%-215.7pp | 134.60%-134.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,132 | $2,893-60.9% | $2,122-46.6% | $4,761-76.2% |
| Participant deferral / active EE | $6,735 | $4,128+63.2% | $3,373+99.7% | $5,982+12.6% |
| Admin fee / account holder | $93,861 | $8,041+1067.3% | $5,959+1475.2% | $11,246+734.6% |