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 | $33,853 | $91,190-62.9% | $178,490-81.0% | $79,858-57.6% |
| Participation rate | 73.8% | 69.2%+4.6pp | 81.9%-8.1pp | 69.6%+4.2pp |
| Annual return | 1.95% | 24.19%-22.2pp | 151.07%-149.1pp | 31.71%-29.8pp |
| Employer contribution / active EE | $1,836 | $3,256-43.6% | $5,011-63.4% | $2,471-25.7% |
| Participant deferral / active EE | $2,886 | $3,236-10.8% | $5,202-44.5% | $3,740-22.8% |
| Admin fee / account holder | $24,638 | $6,751+264.9% | $13,984+76.2% | $5,306+364.3% |