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 | $164,165 | $89,355+83.7% | $141,162+16.3% | $72,985+124.9% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.8pp |
| Annual return | 0.90% | 111.85%-110.9pp | 71.39%-70.5pp | 81.00%-80.1pp |
| Employer contribution / active EE | $1,279 | $3,114-58.9% | $4,735-73.0% | $2,440-47.6% |
| Participant deferral / active EE | $4,747 | $5,418-12.4% | $6,709-29.2% | $3,607+31.6% |
| Admin fee / account holder | $14,891 | $5,958+149.9% | $10,261+45.1% | $5,124+190.6% |