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 | $234,860 | $107,334+118.8% | $92,893+152.8% | $152,861+53.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -0.29% | 145.58%-145.9pp | 109.41%-109.7pp | 345.32%-345.6pp |
| Employer contribution / active EE | $4,007 | $4,221-5.1% | $3,653+9.7% | $4,762-15.9% |
| Participant deferral / active EE | $3,829 | $4,845-21.0% | $4,236-9.6% | $5,850-34.6% |
| Admin fee / account holder | $110,706 | $7,079+1463.8% | $5,794+1810.7% | $11,596+854.7% |