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 | $153,496 | $106,890+43.6% | $84,015+82.7% | $152,861+0.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.98% | 104.99%-102.0pp | 71.31%-68.3pp | 345.32%-342.3pp |
| Employer contribution / active EE | $1,490 | $2,734-45.5% | $1,983-24.9% | $4,762-68.7% |
| Participant deferral / active EE | $7,809 | $4,011+94.7% | $3,239+141.1% | $5,850+33.5% |
| Admin fee / account holder | $1,346 | $8,285-83.7% | $6,101-77.9% | $11,596-88.4% |