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 6-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 | $230,913 | $107,334+115.1% | $92,893+148.6% | $152,861+51.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.22% | 145.58%-145.4pp | 109.41%-109.2pp | 345.32%-345.1pp |
| Employer contribution / active EE | $2,926 | $4,221-30.7% | $3,653-19.9% | $4,762-38.6% |
| Participant deferral / active EE | $7,108 | $4,845+46.7% | $4,236+67.8% | $5,850+21.5% |
| Admin fee / account holder | $105,796 | $7,079+1394.4% | $5,794+1726.0% | $11,596+812.3% |