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 | $148,669 | $99,079+50.1% | $77,999+90.6% | $273,961-45.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 1.05% | 217.93%-216.9pp | 425.96%-424.9pp | 41.45%-40.4pp |
| Employer contribution / active EE | $627 | $3,308-81.0% | $2,470-74.6% | $4,869-87.1% |
| Participant deferral / active EE | $1,566 | $4,306-63.6% | $3,497-55.2% | $5,287-70.4% |
| Admin fee / account holder | $347 | $8,954-96.1% | $5,480-93.7% | $10,132-96.6% |