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 | $128,901 | $106,890+20.6% | $84,015+53.4% | $152,861-15.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.42% | 104.99%-100.6pp | 71.31%-66.9pp | 345.32%-340.9pp |
| Employer contribution / active EE | $16,250 | $2,734+494.3% | $1,983+719.3% | $4,762+241.2% |
| Participant deferral / active EE | $13,991 | $4,011+248.8% | $3,239+332.0% | $5,850+139.2% |
| Admin fee / account holder | $1,295 | $8,285-84.4% | $6,101-78.8% | $11,596-88.8% |