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 | $153,908 | $142,405+8.1% | $115,157+33.6% | $152,861+0.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.13% | 41.48%-41.3pp | 35.60%-35.5pp | 345.32%-345.2pp |
| Employer contribution / active EE | $5,975 | $4,010+49.0% | $3,179+88.0% | $4,762+25.5% |
| Participant deferral / active EE | $21,375 | $5,164+313.9% | $4,168+412.8% | $5,850+265.4% |
| Admin fee / account holder | $380,324 | $8,462+4394.5% | $7,088+5265.8% | $11,596+3179.7% |