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 | $166,070 | $58,512+183.8% | $84,015+97.7% | $72,985+127.5% |
| Participation rate | 89.6% | 61.2%+28.4pp | 69.0%+20.6pp | 69.5%+20.1pp |
| Annual return | 0.21% | 28.93%-28.7pp | 71.31%-71.1pp | 81.00%-80.8pp |
| Employer contribution / active EE | $1,921 | $1,163+65.2% | $1,983-3.2% | $2,440-21.3% |
| Participant deferral / active EE | $5,117 | $2,394+113.8% | $3,239+58.0% | $3,607+41.9% |
| Admin fee / account holder | $9,257 | $4,569+102.6% | $6,101+51.7% | $5,124+80.6% |