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 | $197,855 | $106,890+85.1% | $84,015+135.5% | $152,861+29.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 1.26% | 104.99%-103.7pp | 71.31%-70.0pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,104 | $2,734-59.6% | $1,983-44.3% | $4,762-76.8% |
| Participant deferral / active EE | $2,546 | $4,011-36.5% | $3,239-21.4% | $5,850-56.5% |
| Admin fee / account holder | $1,865 | $8,285-77.5% | $6,101-69.4% | $11,596-83.9% |