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 | $143,033 | $112,881+26.7% | $90,951+57.3% | $158,922-10.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.25% | 215.79%-215.5pp | 134.60%-134.3pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,036 | $2,893-29.6% | $2,122-4.1% | $4,761-57.2% |
| Participant deferral / active EE | $15,318 | $4,128+271.1% | $3,373+354.1% | $5,982+156.1% |
| Admin fee / account holder | $1,666 | $8,041-79.3% | $5,959-72.0% | $11,246-85.2% |