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 | $122,007 | $106,890+14.1% | $84,015+45.2% | $152,861-20.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 1.79% | 104.99%-103.2pp | 71.31%-69.5pp | 345.32%-343.5pp |
| Employer contribution / active EE | $874 | $2,734-68.0% | $1,983-55.9% | $4,762-81.6% |
| Participant deferral / active EE | $1,351 | $4,011-66.3% | $3,239-58.3% | $5,850-76.9% |
| Admin fee / account holder | $6,740 | $8,285-18.7% | $6,101+10.5% | $11,596-41.9% |