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 | $102,750 | $83,908+22.5% | $68,509+50.0% | $125,391-18.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.93% | 14.48%-18.4pp | 8.27%-12.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,968 | $3,031-35.1% | $2,278-13.6% | $4,866-59.6% |
| Participant deferral / active EE | $4,639 | $4,125+12.5% | $3,382+37.2% | $5,352-13.3% |
| Admin fee / account holder | $47,730 | $8,982+431.4% | $5,275+804.9% | $9,540+400.3% |