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 | $190,590 | $99,877+90.8% | $84,966+124.3% | $145,922+30.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.90% | 83.76%-82.9pp | 66.38%-65.5pp | 561.29%-560.4pp |
| Employer contribution / active EE | $5,000 | $3,231+54.7% | $2,727+83.3% | $4,660+7.3% |
| Participant deferral / active EE | $24,300 | $5,291+359.3% | $4,519+437.7% | $6,688+263.4% |
| Admin fee / account holder | $1,368 | $7,248-81.1% | $6,149-77.8% | $13,397-89.8% |