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 | $152,195 | $89,355+70.3% | $141,162+7.8% | $72,985+108.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.09% | 111.85%-111.8pp | 71.39%-71.3pp | 81.00%-80.9pp |
| Employer contribution / active EE | $2,497 | $3,114-19.8% | $4,735-47.3% | $2,440+2.3% |
| Participant deferral / active EE | $8,042 | $5,418+48.4% | $6,709+19.9% | $3,607+122.9% |
| Admin fee / account holder | $2,235 | $5,958-62.5% | $10,261-78.2% | $5,124-56.4% |