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 | $235,252 | $91,190+158.0% | $178,490+31.8% | $79,858+194.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -0.24% | 24.19%-24.4pp | 151.07%-151.3pp | 31.71%-32.0pp |
| Employer contribution / active EE | $15,187 | $3,256+366.5% | $5,011+203.1% | $2,471+514.7% |
| Participant deferral / active EE | $1,507 | $3,236-53.4% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $56,287 | $6,751+733.8% | $13,984+302.5% | $5,306+960.8% |