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 | $162,067 | $74,888+116.4% | $71,209+127.6% | $142,382+13.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.67% | 345.14%-344.5pp | 282.51%-281.8pp | 217.08%-216.4pp |
| Employer contribution / active EE | $540 | $2,854-81.1% | $2,721-80.1% | $4,299-87.4% |
| Participant deferral / active EE | $860 | $4,454-80.7% | $4,175-79.4% | $6,507-86.8% |
| Admin fee / account holder | $37,980 | $5,568+582.1% | $5,349+610.1% | $12,624+200.9% |