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 | $125,637 | $106,890+17.5% | $84,015+49.5% | $152,861-17.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.83% | 104.99%-100.2pp | 71.31%-66.5pp | 345.32%-340.5pp |
| Employer contribution / active EE | $6,853 | $2,734+150.6% | $1,983+245.5% | $4,762+43.9% |
| Participant deferral / active EE | $1,885 | $4,011-53.0% | $3,239-41.8% | $5,850-67.8% |
| Admin fee / account holder | $1,395 | $8,285-83.2% | $6,101-77.1% | $11,596-88.0% |