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 | $121,084 | $64,432+87.9% | - | $139,434-13.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 7.06% | 4.96%+2.1pp | - | 372.94%-365.9pp |
| Employer contribution / active EE | $3,000 | $6,830-56.1% | - | $4,751-36.9% |
| Participant deferral / active EE | $14,200 | $2,937+383.5% | - | $6,710+111.6% |
| Admin fee / account holder | $117,324 | $3,919+2893.6% | - | $11,403+928.9% |