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 | $151,744 | $112,881+34.4% | $90,951+66.8% | $158,922-4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.15% | 215.79%-215.6pp | 134.60%-134.4pp | 302.83%-302.7pp |
| Employer contribution / active EE | $2,212 | $2,893-23.5% | $2,122+4.3% | $4,761-53.5% |
| Participant deferral / active EE | $8,922 | $4,128+116.1% | $3,373+164.5% | $5,982+49.1% |
| Admin fee / account holder | $19,049 | $8,041+136.9% | $5,959+219.7% | $11,246+69.4% |