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 | $120,343 | $83,826+43.6% | - | $147,584-18.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 7.70% | 26.57%-18.9pp | - | 578.55%-570.8pp |
| Employer contribution / active EE | $8,707 | $3,042+186.2% | - | $4,876+78.6% |
| Participant deferral / active EE | $4,717 | $3,987+18.3% | - | $5,439-13.3% |
| Admin fee / account holder | $383 | $6,071-93.7% | - | $10,885-96.5% |