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 | $227,691 | $110,809+105.5% | $86,874+162.1% | $167,490+35.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 1.25% | 116.98%-115.7pp | 63.52%-62.3pp | 478.56%-477.3pp |
| Employer contribution / active EE | $6,250 | $3,244+92.7% | $2,495+150.5% | $4,837+29.2% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $49,460 | $8,415+487.8% | $5,828+748.7% | $12,309+301.8% |