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 | $150,609 | $106,890+40.9% | $84,015+79.3% | $152,861-1.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 1.38% | 104.99%-103.6pp | 71.31%-69.9pp | 345.32%-343.9pp |
| Employer contribution / active EE | $1,560 | $2,734-43.0% | $1,983-21.4% | $4,762-67.3% |
| Participant deferral / active EE | $3,139 | $4,011-21.8% | $3,239-3.1% | $5,850-46.4% |
| Admin fee / account holder | $590 | $8,285-92.9% | $6,101-90.3% | $11,596-94.9% |