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 | $115,301 | $106,890+7.9% | $84,015+37.2% | $152,861-24.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.16% | 104.99%-100.8pp | 71.31%-67.2pp | 345.32%-341.2pp |
| Employer contribution / active EE | $1,832 | $2,734-33.0% | $1,983-7.6% | $4,762-61.5% |
| Participant deferral / active EE | $2,481 | $4,011-38.2% | $3,239-23.4% | $5,850-57.6% |
| Admin fee / account holder | $1,484 | $8,285-82.1% | $6,101-75.7% | $11,596-87.2% |